Theresa Lynn Heim

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

• 07/1993 → 06/2024
  Securities America, Inc.
  Omaha, NE
• 05/2003 → 06/2024
  Securities America Advisors, Inc.
  Omaha, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Previous Registrations

• 2003-05-19 → 2024-06-14
  Securities America Advisors, Inc.
  Omaha, NE
  La Vista, NE
  Omaha, NE
  La Vista, NE

Other Businesses

SECURITIES AMERICA ADVISORS POSITION: none NATURE: INVESTMENT ADVISORY-IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2003 ADDRESS: 12325 Port Grace Blvd, La Vista NE 68128 DESCRIPTION: No clients, home office employee responsibilities.

Exams

• S66 Uniform Combined State Law Examination
  2002-08-30
• S65 Uniform Investment Adviser Law Examination
  1994-03-09
• S63 Uniform Securities Agent State Law Examination
  1993-09-15

Other Names

• Teri Chubb
• Theresa Lynn Koraleski
• Teri Koraleski
• Theresa Lynn Chubb
• Theresa Lynn Chubb