J. Paul Tauzin

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

• 09/1991 → Present
  Tauzin Financial Group
  Bossier City, LA
• 04/1997 → 12/2022
  Minnesota Mutual
  St. Paul, MN
• 07/2008 → 01/2025
  Lincoln Financial Securities Corporation
  Bossier City, LA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Bossier City, LA

Previous Registrations

• 2006-12-11 → 2025-01-24
  Osaic Fs, Inc.
  Bossier City, LA

Other Businesses

1)TAUZIN FINANCIAL GROUP/JOSEPH PAUL TAUZIN, 440 BENTON RD., STE A BOSSIER CITY, LA 71111 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERS ACCIDENT & HEALTH, DISABILITY, LONG-TERM CARE AND TRADITIONAL INSURANCE ALONG WITH COMMISSION-BASED GROUP BENEFITS AND FIXED ANNUITIES. START DATE: 01/2008 HOURS PER MONTH: 120 HOURS PER MONTH DURING TRADING HOURS: 120 2) PALMETTO FARMS, LLC. 7675 DOGWOOD TRAIL HAUGHTON, LA 71037 CATEGORY: LEGAL ENTITY INVESTMENT RELATED: NO TITLE: OWNER DUTIES: OWNERSHIP INTEREST IN HUNTING CLUB. START DATE: 02/2023 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 0 3) Joseph Paul Tauzin, POA for Caroline Tauzin (Mother) mother. POSITION: Fiduciary INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 02/27/2023 ADDRESS: 440 BENTON ROAD SUITE A, BOSSIER CITY, LA 71111 , United States TITLE: Joseph Paul Tauzin, POA for Caroline Tauzin (Mother) mother. DESCRIPTION: Serve as POA for my mother, Caroline G. Tauzin. 4) J. PAUL TAUZIN, TRUSTEE (family Irrevocable Life Insurance Trust for my Father and Mother) POSITION: Trustee NATURE: My brother, Todd Tauzin and myself are trustee of a family trust. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1999 ADDRESS: 440 BENTON ROAD SUITE A, BOSSIER CITY, LA 71111 , United States DESCRIPTION: I am a trustee of a family irrevocable life insurance trust.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-01-10

Other Names

• Joseph P Tauzin
• J. Paul Tauzin
• Joseph Paul Tauzin