Tristan Mark Block

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

• 05/2016 → 11/2018
  Sii
  Wichita, KS
• 07/2012 → 05/2019
  City Of Wichita - Fire Department
  Wichita, KS
• 03/2014 → 03/2023
  Financial Solutions
  Wichita, KS
• 11/2018 → Present
  Royal Alliance Associates, Inc.
  Jersey City, NJ

Previous Registrations

• 2018-08-22 → 2018-11-02
  Signator Investors, Inc.
  Wichita, KS
  Portsmouth, NH

Other Businesses

IMPACT FINANCIAL PARTNERS, INC POSITION: President/Owner NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 165 SECURITIES TRADING HOURS: 165 START DATE: 10/01/2022 ADDRESS: 1900 N Amidon Ste 217, WICHITA KS 67203, United States DESCRIPTION: Duties: Owner, manager and Registered Representative and Advisor in the securities industry. RENTAL PROPERTY-TREK POSITION: Owner NATURE: Sole Ownership - Schedule E Rental Income INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2025 ADDRESS: 1146 W Trek Cir, Goddard KS 67502, United States DESCRIPTION: Owner and proprietor of a real estate property, single family unit.

Exams

• S66 Uniform Combined State Law Examination
  2018-07-25

Designations

• Certified Financial Planner