Gregory Alan Bokenkamp

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

• 08/2019 → 06/2024
  Securities America, Inc.
  Mammoth Lakes, CA
• 12/2013 → Present
  Mammoth Tavern
  Mammoth Lakes, CA
• 05/2007 → Present
  Sierra Star Golf Club
  Mammoth Lakes, CA
• 06/2020 → 06/2024
  Securities America Advisors
  Mammoth Lakes, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Mammoth Lakes, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Mammoth Lakes, CA

Previous Registrations

• 2020-06-25 → 2024-06-14
  Securities America Advisors, Inc.
  Mammoth Lakes, CA
  Mammoth Lakes, CA

Other Businesses

***Mammoth Lakes Fire Department Position: Employee - Nature: Fire Department - Investment Related: No Hours: 40 - Securities Trading Hours: 0 - Start Date: 01/01/2014 Address: 3150 Main Street, Mammoth Lakes CA 93546 ***Red Pine Retreat LLC Position: Partner - Nature: My childhood home - Investment Related: No Hours: 0 - Securities Trading Hours: 0 - Start Date: 07/03/2018 Address: 34 Red Pine Drive, Landgrove VT 05152 ***DBA - Oram & Kaylor ***ORAM & KAYLOR STRATEGIC ASSET MANAGEMENT POSITION: Life Insurance sales NATURE: Sole proprietor. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/18/2025 ADDRESS: 306 Laurel Mountain Road, Suite 101, Mammoth Lakes CA 93546, United States DESCRIPTION: I ask clients about their life insurance needs and will sell them an appropriate policy if suitable.

Exams

• S66 Uniform Combined State Law Examination
  2019-12-23