Jacob Brant Fleming

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

• 04/2023 → Present
  Osaic Wealth, Inc.
  Minneapolis, MN
• 07/2019 → 09/2022
  Strong Tower Wealth Management
  Minneapolis, MN
• 09/2022 → Present
  Focus Financial Network Inc
  Minneapolis, MN
• 03/2013 → 07/2019
  Coyote Logistics
  Minneapolis, MN

Previous Registrations

• 2024-05-08 → 2025-02-28
  Focus Financial
  Minneapolis, MN
• 2023-10-05 → 2024-05-02
  Focus Financial
  Minneapolis, MN

Other Businesses

1. Elk River Youth Hockey Association; No; 1000 School Street Elk River, MN 55330; Sole Proprietor; Coach; Coach; 10/2009; 40/mo; 0; on ice instruction and bench management during games 2. YOUTH HOCKEY COACH POSITION: coach NATURE: non profit youth hockey association INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2023 ADDRESS: PO Box 193, Elk River MN 55330, United States DESCRIPTION: coaching, practice and game management 3. ENCORE FINANCIAL POSITION: Financial Advisor NATURE: RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 53 SECURITIES TRADING HOURS: 43 START DATE: 02/07/2024 ADDRESS: 4425 Highway 169N, Suite 100, Plymouth MN 55442, United States DESCRIPTION: financial planning, operations, portfolio management 4. FIXED INSURANCE BUSINESS POSITION: Financial Advisor NATURE: Fixed insurance business INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/07/2024 ADDRESS: 4425 Highway 169N, Suite 100, Plymouth MN 55442, United States DESCRIPTION: sales and management of fixed annuities and term life insurance 5. ELK RIVER YOUTH HOCKEY ASSOCIATION POSITION: Treasurer NATURE: Non-Profit Youth Hockey Association INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2026 ADDRESS: 1000 School Street, Elk River MN 55330, United States DESCRIPTION: No authority over funds or check writing. Treasuer will be responsible for managing funds. I will be co-treasurer managing financial reporting as well as working with accounting and the auditor. Participate in board meetings for administrative and hockey purposes.

Exams

• S66 Uniform Combined State Law Examination
  2023-09-22
• S63 Uniform Securities Agent State Law Examination
  2008-04-29

Other Names

• Jacob Fleming