Cassandra Joan Mcpherson

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

• 01/2016 → 06/2024
  Td Ameritrade, Inc.
  Omaha, NE
• 12/2022 → 02/2025
  Charles Schwab & Co., Inc.
  Omaha, NE
• 05/2025 → 10/2025
  Ameritas Investment Company, Llc
  Lincoln, NE
• 11/2025 → 12/2025
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 12/2025 → 05/2026
  Northwestern Mutual Investment Services, Llc
  Milwaukee, WI
• 11/2025 → Present
  Genesis Corp.
  New York City, NY
• 02/2025 → 05/2025
  Unemployed
  Omaha, NE
• 06/2026 → Present
  Osaic Wealth Inc
  Scottsdale, AZ

Previous Registrations

• 2025-12-26 → 2026-05-29
  Northwestern Mutual Investment Services, Llc
  Omaha, NE
  Milwaukee, WI
  Omaha, NE
• 2025-05-19 → 2025-10-30
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 2022-01-27 → 2025-02-13
  Charles Schwab & Co., Inc.
  Omaha, NE
  Lone Tree, CO
  Omaha, NE
  Omaha, NE
  Omaha, NE
• 2021-04-07 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Omaha, NE
• 2021-04-09 → 2022-10-14
  Td Ameritrade, Inc.
  Omaha, NE
  Omaha, NE
  Omaha, NE

Exams

• S66 Uniform Combined State Law Examination
  2021-04-02
• S63 Uniform Securities Agent State Law Examination
  2016-02-23

Other Names

• Cassie Mcpherson
• Cass Mcpherson