Adriano Eagan Batista

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

• 04/2012 → Present
  Osaic Wealth, Inc.
  Maple Grove, MN

Other Businesses

1. FIXED INSURANCE AGENT POSITION: Fixed Insurance Agent NATURE: Selling fixed life insurance, fixed annuities and long term care insurance through different insurance brokers. INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 04/02/2012 ADDRESS: 11300 86th Ave N, Maple Grove MN 55369, United States DESCRIPTION: Selling fixed life insurance, fixed annuities and long term care insurance through different insurance brokers. 2. TRUE NORTH ADVISORY GROUP POSITION: Financial Advisor NATURE: True North Advisory Group is the DBA used to conduct my business as a Financial Advisor under Royal Alliance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/01/2020 ADDRESS: 11300 86th Ave N, Maple Grove MN 55369, United States DESCRIPTION: Retirement Analysis and Planning, Investment Reviews, Investment Consulting 3. SOARING EAGLES WEALTH MANAGEMENT POSITION: Owner NATURE: S-Corporation, Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/02/2024 ADDRESS: 11300 86th Ave N, Maple Grove MN 55369, United States DESCRIPTION: Retirement Analysis and Planning Investment Reviews Investment Consulting

Exams

• S66 Uniform Combined State Law Examination
  2017-08-04
• S63 Uniform Securities Agent State Law Examination
  2005-05-04