Jacob Daniel Bassler

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

• 05/2020 → Present
  Air Force Life Cycle Management Center
  Wpafb, OH
• 08/2019 → 05/2020
  Full Time Student
  Fairborn, OH
• 05/2019 → 08/2019
  Air Force Life Cycle Management Center
  Wpafb, OH
• 08/2018 → 05/2019
  Full Time Student
  Fairborn, OH
• 05/2018 → 08/2018
  Dayton Phoenix Group
  Dayton, OH
• 08/2017 → 05/2018
  Full Time Student
  Fairborn, OH
• 05/2017 → 08/2017
  Preble County Ymca
  Eaton, OH
• 08/2016 → 05/2017
  Full Time Student
  Fairborn, OH
• 03/2025 → Present
  Osaic Wealth, Inc
  Fort Mitchell, KY

Other Businesses

1. LINDLOFF WEALTH ADVISORS POSITION: Investment Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/01/2025 ADDRESS: 211 Grandview Drive, Suite 230A, Fort Mitchell KY 45381, United States DESCRIPTION: Perform advisory services for clients in the realm of retirement planning, investment management & insurance management. Develop financial plans tailored to each specific client.

Exams

• S66 Uniform Combined State Law Examination
  2025-05-30

Other Names

• Jacob Bassler