Bart Brendan Jagodzinski

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

• 02/2011 → 04/2022
  First Financial Equity Corporation
  Billings, MT
• 03/2022 → Present
  Bart Jagodzinski Insurance
  Billings, MT
• 04/2022 → Present
  Royal Alliance Associates, Inc.
  Billings, MT

Previous Registrations

• 2011-02-01 → 2022-05-03
  Ffec Wealth Partners Llc
  Billings, MT
  Scottsdale, AZ
  Scottsdale, AZ
• 2006-08-23 → 2011-02-10
  Rbc Capital Markets, Llc
  Billings, MT
• 2002-03-26 → 2002-11-21
  Banc Of America Securities Llc
  San Francisco, CA

Other Businesses

1. RIDGELINE WEALTH PARTNERS LLC POSITION: Insurance Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 04/13/2020 ADDRESS: 490 North 31st Street; Suite217, Billings MT 59101, United States DESCRIPTION: Insurance sales and services for multiple carriers. 2. JAG WEALTH GROUP LLC POSITION: Managing Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/22/2023 ADDRESS: 490 North 31st Street: Suite 217, Billings MT 59101, United States DESCRIPTION: This is a business account to where I move my commissions and fees after they are paid. I pay all my corporate andoffice expenses out of this account and pay myself a wage. I also pay for my health insurance from this account.

Exams

• S66 Uniform Combined State Law Examination
  2006-08-22