Patrick Anthony Flanagan

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

• 01/1990 → Present
  Abacus Tax Company
  Santa Fe, NM
• 05/1996 → 11/2023
  Fsc Securities Corporation
  Albuquerque, NM
• 01/1990 → 07/2024
  Corless And Associates
  Corrales, NM
• 11/2023 → Present
  Osaic Wealth, Inc.
  Santa Fe, NM

Previous Registrations

• 2002-10-31 → 2023-12-31
  Corless & Associates, Llc
  Santa Fe, NM

Other Businesses

1) ABACUS TAX COMPANY, INC; NOT INVESTMENT RELATED; 1925 ASPEN DRIVE, SUITE 601-A SANTA FE, NM, 87505; OWNER/MANAGER; START DATE 01/01/1990; APPROX/HRS/MTH 30; SEC/HRS 10; TAX PREPARATION 2) PATRICK FLANAGAN POSITION: Owner/Operator NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1990 ADDRESS: 1925 ?Aspen Drive, Suite 601-A, Santa Fe NM 87505, United States DESCRIPTION: Hold fixed insurance license

Exams

• S63 Uniform Securities Agent State Law Examination
  1989-12-28