Steven Mitchell Bullert

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

• 07/2015 → 06/2024
  Securities America, Inc
  New Brighton, MN
• 07/2015 → 06/2024
  Securities America Advisors, Inc.
  New Brighton, MN
• 06/2024 → Present
  Osaic Wealth, Inc.
  New Brighton, MN

Previous Registrations

• 2015-07-17 → 2024-06-14
  Securities America Advisors, Inc.
  New Brighton, MN
• 2014-01-27 → 2015-07-23
  Fintegra, Llc
  New Brighton, MN

Other Businesses

1. SHAVLIK FINANCIAL POSITION: tax preparer NATURE: Tax preparation INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 12 START DATE: 02/03/2014 ADDRESS: 1865 W Wayzata Blvd, Long Lake MN 55356 DESCRIPTION: provide tax preparation services during Feb-April each year 2. FIRST RESOURCE GROUP POSITION: insurance agent NATURE: Insurance agent through First Resource Group INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 05/17/2017 ADDRESS: 1987 Old Hwy 8, New Brighton MN 55112 DESCRIPTION: Provide life insurance, long term care insurance and fixed annuities

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-06-10
• S63 Uniform Securities Agent State Law Examination
  1995-08-08

Designations

• Certified Financial Planner