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Justin Brian Koch

Osaic Wealth, Inc.

Sunset Hills, MO

CRD 7129656

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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:

Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2023-11-03
  • MO RA
    APPROVED
    Since 2023-11-03

Branch Locations

10733 Sunset Office Drive Suite 259A, Sunset Hills, MO 63127 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Butler Associates Financial Planners, Inc. St. Louis MO 05/2019 Present
Missouri State University Springfield MO 08/2017 05/2021
Unemployed St. Louis MO 05/2011 08/2017
Fsc St Louis MO 05/2021 11/2023
Osaic Wealth, Inc. St. Louis MO 11/2023 Present
  • 05/2019 → Present
    Butler Associates Financial Planners, Inc.
    St. Louis, MO
  • 08/2017 → 05/2021
    Missouri State University
    Springfield, MO
  • 05/2011 → 08/2017
    Unemployed
    St. Louis, MO
  • 05/2021 → 11/2023
    Fsc
    St Louis, MO
  • 11/2023 → Present
    St. Louis, MO
Previous Registrations
  • 2022-01-21 → 2023-11-03
    Fsc Securities Corporation
    St. Louis, MO
Other Businesses

SHORE GROUP ADVISORS LLC - REGISTERED ASSISTANT POSITION: Registered Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/01/2026 ADDRESS: 10733 Sunset Office Dr. Suite 259A, St. Louis MO 63127, United States DESCRIPTION: Support reps in office, complete client paperwork, meet clients with FP, execute trades with FP approval, and schedule client meetings.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-14
  • S66 Uniform Combined State Law Examination
    2021-08-14
Designations
  • Certified Financial Planner

View on SEC IAPD

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