Joshua Reed

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

• 12/2013 → 09/2019
  Unemployed/College Student
  Salina, KS
• 09/2019 → 05/2021
  Boys And Girls Club
  Lawrence, KS
• 05/2021 → 11/2022
  Prosperity Advisors
  Overland Park, KS
• 11/2022 → Present
  Ad Astra Investment Management
  Overland Park, KS
• 01/2024 → Present
  Osaic Wealth Inc
  Overland Park, KS

Other Businesses

1. AD ASTRA INVESTMENT MANAGEMENT LLC POSITION: Financial Services Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/01/2022 ADDRESS: 10925 Antioch. Suite 205, Overland Park KS 66210, United States DESCRIPTION: Scheduling client reviews, answering phone calls. client service, portfolio model analysis 2. NOTARY PUBLIC COMMISSION POSITION: Notary Public NATURE: Notarizing documents INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/24/2025 ADDRESS: 10925 Antioch Rd, Suite 205, Overland Park KS 66210, United States DESCRIPTION: Notarizing documents

Exams

• S66 Uniform Combined State Law Examination
  2025-11-18

Other Names

• Joshua Lynn Reed