Hugo James Kogler Ventura Baptista

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

• 12/2024 → Present
  Custer Burish Financial Services
  Madison, WI
• 08/2023 → 07/2024
  Tilburg University
  Tilburg
• 08/2023 → 07/2024
  Tilburg University
  Tilburg
• 08/2020 → 07/2023
  Tilburg University
  Tilburg
• 08/2022 → 12/2022
  University Of Illinois Urbana-Champaign
  Champaign, IL
• 03/2021 → 06/2021
  Otomat
  Brussels
• 06/2015 → 07/2020
  European School Of Brussels I
  Brussels
• 07/2024 → 12/2024
  Unemployed
  Bristol, RI
• 06/2025 → Present
  Osaic Wealth Inc
  Madison, WI

Exams

• S66 Uniform Combined State Law Examination
  2025-11-06