Joseph Emil Petrusek

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

• 02/2002 → 11/2020
  Kms Financial Services, Inc
  Seattle, WA
• 09/2008 → Present
  Interwest Advisors, Inc.
  Hayden, ID
• 11/2020 → 06/2024
  Securities America, Inc.
  Hayden, ID
• 11/2020 → 06/2024
  Securities America Advisors, Inc.
  Hayden, ID
• 06/2024 → Present
  Osaic Wealth, Inc.
  Hayden, ID

Previous Registrations

• 2020-11-06 → 2024-06-14
  Securities America Advisors, Inc.
  Hayden, ID
• 2002-03-28 → 2020-11-06
  Kms Financial Services, Inc.
  Hayden Lake, ID
  Lewiston, ID
  Hayden, ID
  Seattle, WA

Other Businesses

1. INSURANCE SALES POSITION: Producer NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2002 ADDRESS: 8884 N. Government Way, Suite B, Hayden ID 83835 DESCRIPTION: Recommend and sell insurance (long term care, life) 2. JOSEPH L AND CATHY K PETRUSEK ESTATE POSITION: Executor NATURE: Executor of my parent's estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2002 ADDRESS: 6108 S SUMMERWOOD ST, SPOKANE WA 99224-8802 DESCRIPTION: I have been appointed executor of my parents Joseph L. and Cathy K. Petrusek. My duties will be to settle the estate upon their passing. 3. DBA - Interwest Advisors, Inc. 4. INTERWEST ADVISORS, INC. POSITION: Owner/President NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/01/2008 ADDRESS: 8884 N Government Way, Suite B, Hayden ID 83835, United States DESCRIPTION: Financial advisor, entity was created for tax purposes.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-02-02
• S63 Uniform Securities Agent State Law Examination
  1998-11-17

Other Names

• Joseph Emil Petrusek