Rebecca Olive Flint

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

• 09/2015 → Present
  Securities America Inc
  La Vista, NE
• 09/2015 → Present
  Securities America Advisors
  La Vista, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Previous Registrations

• 2015-09-30 → 2024-06-14
  Securities America Advisors, Inc.
  La Vista, NE
• 2006-06-30 → 2015-09-04
  U.S. Bancorp Investments, Inc.
  Omaha, NE
  Council Bluffs, IA
  Omaha, NE

Other Businesses

1. KIWANIS CLUB OF SOUTHWEST OMAHA POSITION: Member NATURE: KIWANIS CLUB OF Southwest Omaha- NO COMPENSATION - SECURITIES RELATED - NO INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2016 ADDRESS: 11040 Oak Street, Omaha NE 68144, United States DESCRIPTION: Member of Local Kiwanis Club which is an organization dedicated to changing the world one child and one community at a time. 2. CHI HEALTH MISSOURI VALLEY MEDICAL SERVICES FOUNDATION POSITION: Board Member NATURE: CHI HEALTH MISSOURI VALLEY MEDICAL SERVICES FOUNDATION; NOT I/R; MISSOURI VALLEY, IA; MEDICAL; BOARD MEMBER; 08/2015; INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2015 ADDRESS: 631 North 8th Street, Missouri Valley IA 51555, United States DESCRIPTION: Establish goals and objectives to meet the health care needs of Harrison County residents. 3. MA BARKER FAMOUS APPLE PIES POSITION: Head pie maker NATURE: Pie sales. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/23/2019 ADDRESS: 19814 Rees Street, Elkhorn NE 68022, United States DESCRIPTION: Sell of apple pies to neighborhood association for holidays.

Exams

• S66 Uniform Combined State Law Examination
  2006-06-27
• S63 Uniform Securities Agent State Law Examination
  1995-12-28

Designations

• Chartered Financial Consultant

Other Names

• Rebecca O Flint