Anthony Jerome Pizer

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

• 03/2015 → 12/2016
  Thrivent Financial
  Sioux Falls, SD
• 12/2016 → 04/2022
  Thrivent Investment Management Inc
  Sioux Falls, SD
• 12/2016 → 05/2017
  Thrivent Financial
  Appleton, WI
• 05/2017 → 04/2022
  Thrivent Financial
  Appleton, WI
• 04/2022 → 08/2023
  Royal Alliance Associates, Inc
  Sioux Falls, SD
• 08/2023 → Present
  Osaic Wealth, Inc
  Sioux Falls, SD

Previous Registrations

• 2017-03-02 → 2021-10-15
  Thrivent Investment Management Inc.
  Rochester, MN
  Sioux Falls, SD

Other Businesses

1. THE MARY JO WEGNER ARBORETUM & EAST SIOUX FALLS HISTORIC SITE POSITION: Board Member NATURE: Non-profit organization INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 02/15/2023 ADDRESS: 1900 S Perry Pl, Sioux Falls SD 57110, United States DESCRIPTION: Governance, oversight, fundraising, marketing 2. WILLOWRIDGE FINANCIAL SOLUTIONS POSITION: Insurance Agent, Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/01/2024 ADDRESS: 7405 South Bitterroot Place, Suite 104, Sioux Falls SD 57108, United States DESCRIPTION: Insurance sales and service for multiple carriers 3. OUR SAVIORS LUTHERAN CHURCH FOUNDATION POSITION: Board President NATURE: Non-Profit Organization INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 07/16/2026 ADDRESS: 909 W 33rd St, Sioux Falls SD 57105, United States DESCRIPTION: Governance, fundraising, and presiding over meetings.

Exams

• S66 Uniform Combined State Law Examination
  2017-02-28