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Robert Frank Menton

Osaic Wealth, Inc.

Euless, TX

CRD 2225230

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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:

Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-06-14
  • TX RA
    APPROVED
    Since 2024-06-14

Branch Locations

Euless, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Securities America, Inc. Euless TX 11/2014 06/2024
Securities America Advisors, Inc. La Vista NE 11/2014 06/2024
Osaic Wealth, Inc. Euless TX 06/2024 Present
  • 11/2014 → 06/2024
    Securities America, Inc.
    Euless, TX
  • 11/2014 → 06/2024
    Securities America Advisors, Inc.
    La Vista, NE
  • 06/2024 → Present
    Osaic Wealth, Inc.
    Euless, TX
Previous Registrations
  • 2014-11-14 → 2024-06-14
    Securities America Advisors, Inc.
    Euless, TX
  • 1994-10-06 → 2014-11-14
    Sunset Financial Services, Inc.
    Euless, TX
    Ft Worth, TX
    Kansas City, MO
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-04-06
  • S63 Uniform Securities Agent State Law Examination
    1992-04-06

View on SEC IAPD

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