John Mark Tully

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

• 04/2016 → 06/2024
  Securities America Inc
  Omaha, NE
• 04/2016 → 06/2024
  Securities America Advisors
  Omaha, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Omaha, NE

Previous Registrations

• 2016-04-27 → 2024-06-14
  Securities America Advisors, Inc.
  Omaha, NE
• 2013-03-22 → 2016-04-27
  Msi Financial Services, Inc.
  Omaha, NE
• 2007-07-27 → 2013-03-07
  Investacorp Advisory Services Inc
  Omaha, NE

Other Businesses

1. Tully Financial Services - DBA Position: Sales - Nature: Insurance Sales - Investment Related: No - Hours: 10 - Securities Trading Hours: 10 - Start Date: 5/2016 - Address: 1703 S 173rd PLZ, Omaha NE 68130 2. ADVISORY POSITION: Advisory services as needed NATURE: Securities America Advisors - Position: IAR - Nature: Investment Advisory Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 40 START DATE: 04/01/2016 ADDRESS: 1703 S 173rd PLZ, Omaha NE 68130 DESCRIPTION: Advisory based accounts to clients when it fits their needs. 3. INSURANCE POSITION: insurance sales NATURE: insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 01/14/2025 ADDRESS: 1703 S 173rd PLZ, Omaha NE 68130, United States DESCRIPTION: Insurance sales

Exams

• S66 Uniform Combined State Law Examination
  2007-06-27
• S63 Uniform Securities Agent State Law Examination
  1994-12-19