Joseph William Toussaint

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

• 06/1985 → Present
  Joseph Toussaint & Assoc.
  St. Paul, MN
• 07/1992 → Present
  Self-Independent Agent
  St. Paul, MN
• 07/2015 → 06/2024
  Securities America Inc
  New Brighton, MN
• 07/2015 → 06/2024
  Securities America Advisors
  New Brighton, MN
• 06/2024 → Present
  Osaic Wealth, Inc.
  New Brighton, MN

Previous Registrations

• 2015-07-13 → 2024-06-14
  Securities America Advisors, Inc.
  New Brighton, MN
• 2005-01-03 → 2015-07-23
  Fintegra, Llc
  New Brighton, MN
  New Brighton, MN
• 2003-03-06 → 2004-12-31
  Pmg Securities Corporation
  St Paul, MN

Other Businesses

1. CRAFTSMAN, DESIGNER, ARTISAN INVESTMENT RELATED: NO - HOURS: 20 - SECURITIES TRADING HOURS: 0 - START DATE: 01/1976 - ADDRESS: 1270 BARCLAY STREET, SAINT PAUL MN 55106 2. FIRST RESOURCE GROUP - DBA POSITION: SALES REP - NATURE: FIXED INSURANCE, ANNUITY AND LONG TERM CARE SALES - INVESTMENT RELATED: NO - HOURS: 210 - SECURITIES TRADING HOURS: 0 - START DATE: 9/1999 - ADDRESS: 1987 OLD HIGHWAY 8, NEW BRIGHTON MN 55112

Exams

• S66 Uniform Combined State Law Examination
  2002-12-23
• S63 Uniform Securities Agent State Law Examination
  1990-09-13

Other Names

• Joseph Willaim Toussaint
• Joseph W Toussaint
• Joe Toussaint