Atesha Jeanette Barnes Nelson

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 09/2023
  Sagepoint Financial, Inc.
  Baxter, MN
• 09/2023 → Present
  Osaic Wealth, Inc.
  Baxter, MN

Previous Registrations

• 2015-09-29 → 2023-09-01
  Osaic Services, Inc.
  Baxter, MN
• 2013-11-04 → 2015-09-01
  Pruco Securities, Llc.
  St. Louis Park, MN
  Sartell, MN
  Brainerd, MN
• 2008-04-23 → 2012-05-03
  Edward Jones
  Crosslake, MN
  Pequot Lakes, MN
  St Louis, MO

Other Businesses

1. NOTARY POSITION: Notary NATURE: N/A INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/25/2015 ADDRESS: 524 S. 6th Street, Brainerd MN 56401, United States DESCRIPTION: Notarize documents for clients when forms require it. 2. CENTRAL CHOICE INSURANCE GROUP-PAYROLL POSITION: Office Manager NATURE: Payroll INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/18/2015 ADDRESS: 7072 Fairview Road, Baxter MN 56425, United States DESCRIPTION: This is for payroll purpose only 3. CENTRAL CHOICE INSURANCE GROUP INC POSITION: Financial Advisor & Operations Manager NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 09/18/2015 ADDRESS: 7072 Fairview Road, Baxter MN 56425, United States DESCRIPTION: Customer Service to health insurance clients, I also do plan reviews for health insurance and investment clients. This includes recommendations if needed. 4. BNI POSITION: Vice President NATURE: N/A- Networking Group Meeting INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 8 START DATE: 10/01/2025 ADDRESS: 524 S. 6th Street, Brainerd MN 56401, United States DESCRIPTION: Confirm referrals passed and report to the group. 5. CENTRAL CHOICE FINANCIAL POSITION: Financial Advisor/Exec Director NATURE: LLC Central Choice Financial is the DBA name for our office. INVESTMENT RELATED: Yes NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 140 START DATE: 01/12/2023 ADDRESS: 524 S. 6th Street, Brainerd MN 56401, United States DESCRIPTION: Prep for appt's with clients, meet with clients, do compliance related duties for accounts for clients. 6. CENTRAL CHOICE INSURANCE GROUP INC POSITION: Financial Advisor & Operations Manager NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 09/18/2015 ADDRESS: 524 S. 6th Street, Brainerd MN 56401, United States DESCRIPTION: Customer Service to health insurance clients, I also do plan reviews for health insurance and investment clients. This includes recommendations if needed. 7. CENTRAL CHOICE INSURANCE GROUP-PAYROLL POSITION: Office Manager NATURE: Payroll INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/18/2015 ADDRESS: 524 S. 6th St., Brainerd MN 56401, United States DESCRIPTION: This is for payroll purpose only

Exams

• S66 Uniform Combined State Law Examination
  2008-04-10

Other Names

• Atesha Janette Barnes
• Atesha Janette Barnes
• Atesha Janette Barnes
• Atesha Janette Jolicoeur
• Atesha Janette Wourms
• Atesha Janette Smith
• Atesha Janette Barnes