Anthony Vito Berardi

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

• 07/2020 → 04/2022
  Core Investments Group
  Dubuque, IA
• 08/2016 → 04/2019
  Loras College
  Dubuque, IA
• 06/2018 → 08/2018
  Iwi Motor Parts
  Dubuque, IA
• 05/2018 → 06/2018
  Dubuque Soccer Complex
  Dubuque, IA
• 06/2017 → 07/2017
  Fig Partners
  Chicago, IL
• 04/2022 → 06/2024
  Ameriprise Financial Services, Llc
  Warrenville, IL
• 05/2019 → 07/2020
  Core Investments Group
  Dubuque, IA
• 06/2024 → Present
  Osaic Fa, Inc
  Glen Ellyn, IL
• 01/2025 → Present
  Osaic Wealth, Inc.
  Glen Ellyn, IL

Previous Registrations

• 2024-06-28 → 2025-01-24
  Osaic Fa, Inc.
  Glen Ellyn, IL
• 2022-05-10 → 2024-07-01
  Ameriprise Financial Services, Llc
  Warrenville, IL
• 2021-01-05 → 2022-04-12
  Nations Financial Group, Inc.
  Dubuque, IA

Exams

• S66 Uniform Combined State Law Examination
  2020-10-03

Designations

• Certified Financial Planner

Other Names

• Anthony Berardi
• Anthony Vito Berardi