Tamara Ann Frattarelli

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

• 06/2013 → 11/2017
  Bmo Harris Financial Advisors
  Phoenix, AZ
• 12/2017 → Present
  Sagepoint Financial
  Phoenix, AZ

Previous Registrations

• 2017-12-06 → 2024-01-19
  Woodbury Financial Services, Inc.
  Phoenix, AZ
  Oakdale, MN
• 2017-12-06 → 2023-11-03
  Fsc Securities Corporation
  Phoenix, AZ
  Atlanta, GA
• 2017-12-06 → 2023-09-01
  Osaic Services, Inc.
  Scottsdale, AZ
• 2014-02-25 → 2017-12-12
  Bmo Harris Financial Advisors, Inc.
  St Louis, MO
  Phoenix, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-02-25
• S63 Uniform Securities Agent State Law Examination
  2012-02-20

Other Names

• Tamara Broeckelmann
• Tamara Frattarelli