Douglas T Tsoka

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

• 08/2017 → 07/2018
  Resource Pro
  Lincoln, NE
• 08/2014 → 01/2018
  Blue Sushi Sake Grill
  Lincoln, NE
• 01/2012 → 06/2018
  Finish Line
  Omaha, NE
• 07/2018 → 01/2020
  Pacific Life Insurace Company
  Omaha, NE
• 04/2020 → 06/2024
  Securities America, Inc.
  Omaha, NE
• 04/2020 → 06/2024
  Securities America Advisors
  Omaha, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Omaha, NE

Previous Registrations

• 2020-04-13 → 2024-06-14
  Securities America Advisors, Inc.
  Omaha, NE
  Omaha, NE

Other Businesses

ALL ACCESS BROKERAGE POSITION: Insurance FMO NATURE: Oversee sales for agents registered on the brokerage platform INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 01/27/2020 ADDRESS: 17117 Oak Drive Suite A, Omaha NE 68130 DESCRIPTION: Recruit and motivate agents to sell insurance SAA POSITION: Investment advisor NATURE: Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 04/07/2020 ADDRESS: 17117 Oak Drive Suite A, Omaha NE 68130 DESCRIPTION: Solicit based on client needs FUTURITY FIRST INSURANCE GROUP POSITION: Insurance producer NATURE: Insurance FMO INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 20 START DATE: 01/27/2020 ADDRESS: 17117 Oak Drive Suite A, Omaha NE 68130 DESCRIPTION: Sell Insurance and health policies

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-03-16
• S63 Uniform Securities Agent State Law Examination
  2018-11-20

Other Names

• Douglas T. Tsoka
• Douglas Tsoka