Bryon Eugene Foley

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

• 03/1996 → 11/2018
  John Hancock Mutual Life Insurance Co.
  Indianapolis, IN
• 03/1996 → 11/2018
  Signator Investors, Inc.
  Columbus, OH
• 11/2018 → Present
  Osaic Wealth, Inc.
  Indianapolis, IN

Previous Registrations

• 2002-08-12 → 2018-11-02
  Signator Investors, Inc.
  Indianapolis, IN
  Indianapolis, IN
  Columbus, OH

Other Businesses

1. BOOMERS & BEYOND POSITION: Founder NATURE: Business Networking Organization INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 11/01/2011 ADDRESS: 10965 KNIGHTSBRIDGE LN, FISHERS IN 46037, United States DESCRIPTION: As the founder, I organize and facilitate a monthly networking event that hosts approximately 65 other local professionals. 2. FORESIGHT FINANCIAL MANAGEMENT POSITION: Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 06/01/1996 ADDRESS: 8365 Keystone Crossing #200, Indianapolis IN 46240, United States DESCRIPTION: sales/marketing of fixed annuities and non variable insurance 3. FORESIGHT FINANCIAL MANAGEMENT POSITION: I conduct investment and insurance business under this business name NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/01/1996 ADDRESS: 8365 Keystone Crossing, Suite 200, Indianapolis IN 46240, United States DESCRIPTION: Sales/Marketing of securities and insurance products

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-03-26
• S63 Uniform Securities Agent State Law Examination
  1996-06-24

Other Names

• Bryon E Foley