Craig Allen Long

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

• 11/2009 → 09/2018
  Mutual Of Omaha
  Omaha, NE
• 10/2018 → 06/2024
  Securities America, Inc.
  Brentwood, TN
• 10/2018 → 06/2024
  Securities America Advisors
  Brentwood, TN
• 06/2024 → Present
  Osaic Wealth, Inc.
  Brentwood, TN
• 06/2024 → Present
  Osaic Wealth, Inc.
  Brentwood, TN

Previous Registrations

• 2018-10-16 → 2024-06-14
  Securities America Advisors, Inc.
  Brentwood, TN
• 2012-05-07 → 2018-09-18
  Mutual Of Omaha Investor Services, Inc.
  Maryville, TN
  Omaha, NE
  Franklin, TN

Other Businesses

1. Securities America Advisors Position: Advisor Nature: Advisory Affiliation - Securities America Advisors Investment Related: Yes Hours: 40 Securities Trading Hours: 8 Start Date: 09/14/2018 Address: 1589 Glenellen Way, Brentwood TN 37027, United States 2. Insurance Sales Position: Sales Nature: Insurance Sales Investment Related: Yes Hours: 40 Securities Trading Hours: 8 Start Date: 09/14/2018 Address: 1589 Glenellen Way, Brentwood TN 37027, United States 3.UTURITY FIRST - DBA

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-04-06
• S63 Uniform Securities Agent State Law Examination
  2001-04-27

Designations

• Chartered Financial Consultant

Other Names

• Craig A Long