Blake T Gleason

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

• 10/2020 → 11/2022
  Massmutual Life Insurance Company
  Plymouth, MN
• 06/2020 → 11/2022
  Mml Investors Services
  Plymouth, MN
• 08/2013 → 07/2017
  Buffalo Highschool
  Buffalo, MN
• 05/2015 → 05/2017
  Hardware Hank
  St. Michael, MN
• 06/2017 → 08/2017
  American Leak Detection
  St Michael, MN
• 08/2017 → Present
  University Of Wisconsin River Falls
  River Falls, WI
• 05/2018 → 06/2020
  Anderson Lawn
  Lotetto, MN
• 11/2022 → 06/2024
  Lpl Financial Llc
  Woodbury, MN
• 06/2024 → Present
  Osaic Wealth Inc
  Minnetonka, MN

Previous Registrations

• 2024-05-13 → 2024-06-24
  Lpl Financial Llc
  Woodbury, MN
  Minnetonka, MN
  Hanover, MN
• 2022-11-29 → 2024-04-09
  Great Valley Advisor Group, Llc
  Berwyn, PA
  Woodbury, MN
  Minnetonka, MN
• 2021-08-24 → 2022-11-22
  Mml Investors Services, Llc
  Plymouth, MN

Other Businesses

1) 11/18/2022 - Innovative Planning Group - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 12/6/2022 - Great Valley Advisor Group, Inc. - DBA: Peak Haven Asset Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Advisor - Start Date - 12/05/2022 - 160 Hours Per Month/7 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Great Valley Advisor Group, Inc. an independent investment advisor firm. I started this business activity in 12/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, nature of its business, its owners and its services at http://www.adviserinfo.sec.gov/IAPD. This firm is separate and independent of LPL Financial. 3) 12/20/2022 - Great Valley Advisor Group, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date - 11/28/2022 - 160 Hours Per Month/7 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Great Valley Advisor Group, Inc. an independent investment advisor firm. I started this business activity in 12/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, nature of its business, its owners and its services at http://www.adviserinfo.sec.gov/IAPD. This firm is separate and independent of LPL Financial. 4) 06/22/2023 - IPG Risk Management - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Financial Advisor - Start Date 04/01/2023 - 40 Hours Per Month/ 2 Hours During Securities Trading 5) 05/21/2024 - Front Point Financial - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 4/4/2024 - 160 Hrs./Mo During Trading. 6) SANDVOLD FINANCIAL GROUP POSITION: Paraplanner NATURE: Paraplanner. I help managers do review meetings for their clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 06/14/2024 ADDRESS: 10900 Wayzata Blvd, Ste 100, Minnetonka MN 55305, United States DESCRIPTION: Conduct review meetings for CEO clients. 7) MIDWEST CAPITAL VENTURES POSITION: Partner NATURE: Investment Club INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 1 START DATE: 07/14/2025 ADDRESS: 13148 E Shore Rd, Crosslake MN 56442, United States DESCRIPTION: Discuss market trends and invest in different securities for the benefit of our investment club.

Exams

• S66 Uniform Combined State Law Examination
  2021-07-23