Josh Miska

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

• 04/2015 → 04/2018
  Woodbury Financial Services
  Oakdale, MN
• 06/2014 → Present
  Wisconsin Army National Guard
  Hayward, WI
• 04/2018 → 01/2024
  Woodbury Financial Services Inc
  Woodbury, MN
• 01/2024 → Present
  Osaic Wealth, Inc.
  Woodbury, MN

Previous Registrations

• 2019-11-22 → 2024-01-19
  Woodbury Financial Services, Inc.
  Oakdale, MN
  Woodbury, MN

Other Businesses

1. GT FINANCIAL ADVISORS POSITION: Operations Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 280 SECURITIES TRADING HOURS: 280 START DATE: 04/23/2018 ADDRESS: 539 Bielenberg Drive, Suite 210, Woodbury MN 55125, United States DESCRIPTION: -Creating Proposals for advisor review and approval -Sending account paperwork to clients -Processing signed paperwork -Following up on submitted paperwork -Account Maintenance 2. GT TRUST & ESTATE PLANNING, LLC POSITION: Associate NATURE: LLC - Legal Practice INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2026 ADDRESS: 539 Bielenberg Drive, Suite 210, Woodbury MN 55125, United States DESCRIPTION: Net worth statement preparation and client communication

Exams

• S66 Uniform Combined State Law Examination
  2019-11-21