Nicolas Allen Wildman

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

• 01/2017 → Present
  Wildman Family Insurance
  Warren, OH
• 01/2019 → 10/2020
  Trumbull County Sheriff's Office
  Warren, OH
• 07/2017 → 08/2018
  The Train Station
  Niles, OH
• 06/2015 → 01/2017
  Bazetta Police Department
  Cortland, OH
• 12/2012 → 11/2016
  Bazetta Fire Department
  Cortland, OH
• 05/2021 → 01/2024
  Woodbury Financial Services Inc
  Vienna, OH
• 01/2024 → Present
  Osaic Wealth, Inc.
  Vienna, OH

Previous Registrations

• 2021-10-15 → 2024-01-19
  Woodbury Financial Services, Inc.
  Vienna, OH

Other Businesses

1) THE EMERY AGENCY POSITION: Registered Rep NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/07/2021 ADDRESS: 4479 Creekside Blvd, Vienna OH 44473, United States DESCRIPTION: Duties associated with a registered rep. Securities, Life and Health. 2) BELLTOWER INTERNATIONAL POSITION: Private Investigator/ Security Guard NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/09/2023 ADDRESS: P.O. Box 464, Vienna OH 44473, United States DESCRIPTION: Uniformed or Plain Clothed Security, Executive Transport and Protection, Private Security, On-site security, Training for Security Staff, Site evaluation, Risk Assessment. 3) WILDMAN FAMILY INSURANCE AND INVESTMENT PLANNING POSITION: Co-Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 12/06/2016 ADDRESS: 4169 Kincaid East Rd NW, Warren OH 44481, United States DESCRIPTION: I help educate clients on Medicare Advantage, Supplement, PDP Plans, hospital indemnity, life insurance.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-10-09
• S63 Uniform Securities Agent State Law Examination
  2021-06-04