Paul Mcdonald Nunes

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

• 11/2003 → Present
  Pgn Financial Services, Llc
  Kansas City, MO
• 01/2004 → 06/2024
  Securities America Advisors, Inc.
  Kansas City, MO
• 12/2003 → 06/2024
  Securities America, Inc.
  Kansas City, MO
• 06/2024 → Present
  Osaic Wealth, Inc.
  Kansas City, MO

Previous Registrations

• 2004-01-05 → 2024-06-14
  Securities America Advisors, Inc.
  Saint Louis, MO
  Kansas City, MO
  St Louis, MO
• 1995-10-31 → 2003-12-15
  Veravest Investment Advisors, Inc.
  Independence, MO

Other Businesses

1. INSURANCE AGENT POSITION: agent NATURE: As part of marketing our Securities America business under the DBA PGN Financial Services I may obtain an insurance product client. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 08/01/1994 ADDRESS: 2345 Grand Blvd, Suite 1625, Kansas City MO 64108 DESCRIPTION: I may discuss and provide an insurance product in the course of my regular Securities America business. 2. SALINAS VALLEY LLC POSITION: None NATURE: My wife two one rental homes; I have no business dealings at all with the tenant or property; INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2011 ADDRESS: 4086 SW Lido DR, Lees Summit MO 64082, United States DESCRIPTION: None; my wife owns one rental house in Kansas City, KS and one property in Kansas City, MO 3. MONTEREY VALLEY LLC POSITION: Manager NATURE: Entity to pay certain business expenses. LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2007 ADDRESS: 4086 SW Lido Dr, Lees Summit MO 64082, United States DESCRIPTION: Pay bills for certain business expenses 4. PGN FINANCIAL SERVICES LLC POSITION: 50% Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2003 ADDRESS: 2345 Grand Blvd, Suite 1625, Kansas City MO 64108, United States DESCRIPTION: This is our DBA used to rent office space, pay staff, conduct business marketing activities

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-08-14
• S63 Uniform Securities Agent State Law Examination
  1994-08-02