Andrew Hunt

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

• 12/2018 → 03/2021
  Securities America, Inc.
  La Vista, NE
• 09/2016 → 12/2017
  Mr. Furnace Heating And Air Conditioning
  St. Catharines
• 09/2015 → 09/2016
  Brock University
  St. Catharines
• 12/2017 → 12/2018
  Unemployed
  Omaha, NE
• 06/2020 → 03/2021
  Securities America Advisors
  La Vista, NE
• 04/2021 → 05/2023
  Bank Of The West
  Omaha, NE
• 04/2021 → 05/2023
  Bancwest Investment Services, Inc
  Omaha, NE
• 05/2023 → Present
  Securities America, Inc.
  La Vista, NE
• 05/2023 → Present
  Securities America Advisors
  La Vista, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Previous Registrations

• 2023-05-26 → 2024-06-14
  Securities America Advisors, Inc.
  La Vista, NE
• 2021-04-07 → 2023-05-12
  Bancwest Investment Services, Inc.
  Omaha, NE
• 2020-06-30 → 2021-04-01
  Securities America Advisors, Inc.
  La Vista, NE

Exams

• S66 Uniform Combined State Law Examination
  2020-06-20