Brett Taylor Mcmillan

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

• 06/2011 → Present
  Mcmillan Financial Services, Inc.
  Fort Smith, AR
• 09/2014 → 08/2020
  Voya Financial Advisors
  Fort Smith, AR
• 08/2020 → 06/2024
  Securities America, Inc.
  Fort Smith, AR
• 08/2020 → 06/2024
  Securities America Advisors
  Forth Smith, AR
• 06/2024 → Present
  Osaic Wealth, Inc.
  Fort Smith, AR
• 06/2024 → Present
  Osaic Wealth, Inc.
  Fort Smith, AR

Previous Registrations

• 2020-09-14 → 2024-06-14
  Securities America Advisors, Inc.
  Fort Smith, AR
• 2016-06-16 → 2020-09-17
  Voya Financial Advisors, Inc.
  Fort Smith, AR
  Overland Park, KS
  Lake St. Louis, MO
  Cookeville, TN

Other Businesses

1. MCMILLAN FINANCIAL SERVICES, INC. POSITION: Vice President NATURE: S-Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 06/01/2011 ADDRESS: 622 S. 21st Street, Fort Smith AR 72901, United States DESCRIPTION: McMillan Financial Services, Inc. is an S-Corp and DBA name for my private business where I am a Financial Advisor and Insurance Agent. 2. INSURANCE SALES POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 12 START DATE: 06/01/2020 ADDRESS: 622 S. 21st Street, Fort Smith AR 72901, United States DESCRIPTION: Solicit based on client needs. 3. MCMILLAN WEALTH POSITION: President NATURE: S-Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 06/30/2025 ADDRESS: 622 S. 21st Street, Fort Smith AR 72901, United States DESCRIPTION: McMillan Wealth is a DBA name for McMillan Financial Services, Inc., an S-Corp. McMillan Wealth is the DBA name for my private business where I am a Financial Advisor and Insurance Agent.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-04-30
• S63 Uniform Securities Agent State Law Examination
  2011-12-15