Colin Bruce Slater

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

• 05/2011 → Present
  Bruce Slater And Associates
  Northville, MI
• 03/2016 → 09/2023
  Sagepoint Financial, Inc.
  Northville, MI
• 09/2023 → Present
  Osaic Wealth, Inc.
  Northville, MI

Previous Registrations

• 2016-03-08 → 2023-09-01
  Osaic Services, Inc.
  Northville, MI
  Northville, MI
  Phoenix, AZ
• 2012-02-03 → 2016-03-15
  Transamerica Financial Advisors, Llc
  Northville, MI

Other Businesses

1. BRUCE SLATER AND ASSOCIATE POSITION: Associate NATURE: Bruce Slater's Home Office INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/03/2011 ADDRESS: 637 Fairbrook St., Northville MI 48167, United States; DESCRIPTION: Perform administrative duties such as filing, scheduling meetings. 2. COLIN SLATER POSITION: Insurance Agent NATURE: Term Life Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/03/2012 ADDRESS: 637 Fairbrook St., Northville MI 48167, United States DESCRIPTION: Act as an agent selling term life insurance. Gather client information for application process, submit to insurance company, deliver policy to client. 3. FIRST BAPTIST CHURCH OF FARMINGTON POSITION: Co-Treasurer NATURE: Church/Religious Organization INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: 33400 Shiawassee St., Farmington MI 48335, United States DESCRIPTION: Volunteer at my church to help count and record weekly offerings, prepare annual giving records for members.

Exams

• S66 Uniform Combined State Law Examination
  2011-12-19