Wesley Daniels Brown

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

• 03/2013 → 10/2016
  Tdameritrade, Inc
  Omaha, NE
• 10/2016 → Present
  Securities America Inc.
  La Vista, NE
• 10/2016 → Present
  Securities America Advisors
  La Vista, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Previous Registrations

• 2016-10-19 → 2024-06-14
  Securities America Advisors, Inc.
  La Vista, NE
  Omaha, NE
  La Vista, NE
• 2013-06-04 → 2016-10-17
  Td Ameritrade, Inc.
  Omaha, NE
  Omaha, NE
• 2013-06-05 → 2016-10-17
  Td Ameritrade Investment Management, Llc
  Omaha, NE

Other Businesses

WESLEY BROWN INSURANCE POSITION: producer NATURE: Sales of life insurance and annuities INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 5/29/2017 ADDRESS: 12325 Port Grace Blvd, LaVista NE 68128

Exams

• S66 Uniform Combined State Law Examination
  2013-05-21