Tamra D Kaufman

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

• 05/1996 → 04/2019
  First Merchants Bank
  Portland, IN
• 04/2019 → 03/2021
  Raymond James & Associates
  Portland, IN
• 03/2021 → 01/2024
  Woodbury Financial Services Inc
  Portland, IN
• 01/2024 → Present
  Osaic Wealth, Inc.
  Portland, IN

Previous Registrations

• 2021-03-22 → 2024-01-19
  Woodbury Financial Services, Inc.
  Portland, IN
• 2019-08-14 → 2021-03-31
  Raymond James & Associates, Inc.
  Portland, IN

Other Businesses

COMPASS WEALTH SOLUTIONS POSITION: Insurance Agent NATURE: Life, Long Term Care and Annuity direct business with compensation. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/22/2021 ADDRESS: 1425 W. Votaw St., Portland IN 47371, United States DESCRIPTION: Sales of Life, Long-Term Care and Annuity products when appropriate for Compass Wealth Solution clients.

Exams

• S66 Uniform Combined State Law Examination
  2019-08-13

Other Names

• Tamara D Loy
• Tamara D Kaufman
• Tami Kaufman
• Tami Loy