Andrew Tobias Horsley

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

• 02/2021 → Present
  Efs Group Wealth Management
  Sioux City, IA
• 03/2022 → 06/2024
  Securities America, Inc.
  Sioux City, IA
• 01/2020 → 01/2021
  Midamerican Energy Company
  Iowa City, IA
• 08/2016 → 12/2019
  Mount Marty College
  Yankton, SD
• 05/2022 → 06/2024
  Securities America Advisors
  Sioux City, IA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Sioux City, IA

Previous Registrations

• 2022-05-11 → 2024-06-14
  Securities America Advisors, Inc.
  Sioux City, IA

Other Businesses

1. WEALTHPLAN PARTNERS/EFS GROUP WEALTH MANAGEMENT POSITION: Wealth Advisor, CFP NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/24/2025 ADDRESS: 5764 Sunnybrook Dr, Sioux City IA 51106, United States DESCRIPTION: Wealth Advisor- Client meetings, reviews, analysis 2. WEALTHPLAN PARTNERS/EFS GROUP WEALTH MANAGEMENT- INSURANCE POSITION: Insurance Producer NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2025 ADDRESS: 5764 Sunnybrook Drive, Sioux City IA 51106, United States DESCRIPTION: Wealth Advisor- Insurance Producer: client meetings, reviews, analysis WEALTHPLAN- EMPLOYEE POSITION: Wealth Advisor- Employee NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/20/2024 ADDRESS: 101 S 108TH AVE, OMAHA NE 68154, United States DESCRIPTION: Client meetings, reviews, portfolio analysis

Exams

• S66 Uniform Combined State Law Examination
  2022-05-09

Other Names

• Toby Horsley