David Charles Meyer

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

• 07/2010 → 12/2017
  Sentio Executives, Llc
  Omaha, NE
• 06/2012 → 06/2024
  Securities America Inc
  Omaha, NE
• 06/2012 → 06/2024
  Securities America Advisors
  Omaha, NE
• 04/2012 → Present
  Omaha Chamber Of Commerce
  Omaha, NE
• 01/2009 → Present
  Southwest Omaha Rotary
  Omaha, NE
• 07/2006 → Present
  Aaa Pregnancy Counseling
  Omaha, NE
• 12/1998 → Present
  David Meyer
  Omaha, NE
• 06/2009 → 12/2017
  Alternative Board Of The Midlands
  Omaha, NE
• 06/2002 → Present
  Cbmc Business Forum
  Omaha, NE
• 02/1998 → Present
  Christ Community Church
  Omaha, NE
• 08/2005 → Present
  Ne Partnership For Philanthropic Planning
  Omaha, NE
• 09/1999 → Present
  National Association Of Insurance And Financial Advisors
  Omaha, NE
• 03/2014 → Present
  Legal Shield
  Ada, OK
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Previous Registrations

• 2012-07-25 → 2024-06-14
  Securities America Advisors, Inc.
  La Vista, NE
  Omaha, NE
• 2001-06-29 → 2010-06-17
  Mariner Wealth Advisors
  Omaha, NE

Other Businesses

1. NE PARTNERSHIP FOR PHILANTHROPIC PLANNING, TITLE: MEMBER, BUSINESS NATURE: EDUCATIONAL & NETWORKING WITH PROFESSIONALS IN THE CHARITABLE GIVING AREA. 2. LEGAL SHIELD - INSURANCE COMMISSION APPROVED LEGAL SHIELD PRODUCT LINE - GENERAL AGENT - NOT INVESTMENT RELATED - 4 HRS SPENT INVEST RELATED - BEGINNING 3/2014 - LOCATED AT CORPORATE OFFICES, ONE PRE-PAID WAY, ADA OK 74820 3. CENTERSPHERE POSITION: member NATURE: CENTERSPHERE BUSINESS DEVELOPMENT NETWORKING MEMBER INVESTMENT RELATED: No #HRS: 4 SECURITIES TRADE HRS: 4 START DATE: 11/10/2016 ADDRESS: 1805 N 169th Plaza, Ste B, Omaha NE 68118 DESCRIPTION: connect with potential prospects and do community service volunteer work 4. NAIFA POSITION: member NATURE: MEMBER INVESTMENT RELATED: No #HRS: 1 SECURITIES TRADE HRS: 1 START DATE: 11/10/2016 ADDRESS: 1636 Normandy Court Ste A, Lincoln NE 68512 DESCRIPTION: attend insurance industry educational sessions that also apply toward insurance continuing education requirements 5. CBMC BUSINESS FORUM POSITION: member NATURE: MEMBER INVESTMENT RELATED: No #HRS: 4 SECURITIES TRADE HRS: 3 START DATE: 11/10/2016 ADDRESS: 1065 North 115th Street, Ste 100, Omaha NE 68154 DESCRIPTION: MONTHLY FORUM OF BUSINESS EXECUTIVES AND OWNERS - could be a source for potential clients 6. SENTIO EXECUTIVES LLC POSITION: Find clients & facilitate, coordinate collaborative counsel of appropriate professionals, depending on client needs. NATURE: ie Securities America Financial Advisor, CPA, HR Consultant, Retirement Plan TPA, Banker, Attorney, Business Coach, Property Casualty Business insurance agent, etc. INVESTMENT RELATED: No #HRS: 30 SECURITIES TRADE HRS: 10 START DATE: 11/10/2016 ADDRESS: 12020 Shamrock Plaza, Ste 200, Omaha NE 68154 DESCRIPTION: Firm provides business consulting services(non- investment related) to individuals & business owners 7. LICENSED INSURANCE SALES POSITION: agent NATURE: BUSINESS NAME: LICENSED INSURANCE SALES TITLE: LICENSED INSURANCE PRODUCER BUSINESS NATURE: INSURANCE SALES INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 4 START DATE: 11/10/2016 ADDRESS: American Wealth Partners, 14545 West Center Road, Omaha NE 68144 DESCRIPTION: seek insurance policy quotes

Exams

• S66 Uniform Combined State Law Examination
  2001-06-28
• S65 Uniform Investment Adviser Law Examination
  1998-10-27
• S63 Uniform Securities Agent State Law Examination
  1998-10-26

Other Names

• David Charles Meyer
• Dave Meyer