Drew David Knutson

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

• 09/2018 → 02/2019
  Securities America Inc
  La Vista, NE
• 11/2011 → 07/2017
  Alorica (Formerly West Corporation))
  Omaha, NE
• 08/2017 → 08/2018
  Unemployed
  Seattle, WA
• 02/2019 → Present
  Securities America, Inc.
  La Vista, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Previous Registrations

• 2019-06-12 → 2024-06-14
  Securities America Advisors, Inc.
  La Vista, NE

Other Businesses

SERIES 66 POSITION: I have the license NATURE: series 66 INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/28/2021 ADDRESS: 1050 S 32nd St, Omaha NE 68105 DESCRIPTION: I have a Series 66 license, but do not have any clients

Exams

• S66 Uniform Combined State Law Examination
  2019-06-11