Adam Brian Himelson

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

• 09/2008 → 07/2022
  Npb Financial Group, Llc
  Los Alamitos, CA
• 12/2007 → Present
  Financial Counseling Resources, Llc
  Los Alamitos, CA
• 12/2007 → 03/2025
  Acrisure / Formerly The Lbl Group
  Santa Ana, CA
• 07/2022 → 03/2025
  Independent Financial Group, Llc
  Santa Ana, CA
• 03/2025 → Present
  Osaic Wealth Inc
  Laguna Niguel, CA

Previous Registrations

• 2017-11-01 → 2021-12-31
  Financial Counseling Resources Llc
  Santa Ana, CA

Other Businesses

1. FINANCIAL COUNSELING RESOURCES, LLC POSITION: Officer/Director NATURE: Outside Registered Investment Advisor/Outside IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 09/01/2017 ADDRESS: 3130 S. Harbor Blvd, Suite #140, Santa Ana CA 92704, United States DESCRIPTION: OUTSIDE RIA. 2. FINANCIAL COUNSELING RESOURCES LLC, DBA RETIRESURE, DBA RETIRESURE401K, DBA FCR ADVISORS POSITION: CCO, Managing Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2007 ADDRESS: 5329 10th Ave S, Minneapolis MN 55417, United States DESCRIPTION: CCO, Admin, Advisor 3. LBL INSURANCE SERVICES POSITION: Employee NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 12/10/2007 ADDRESS: 3130 S. Harbor Blvd, Suite #140, Santa Ana CA 92704, United States DESCRIPTION: DBA NAME FOR ACRISURE OF CA, LLC. 4. HIMELSON ENTERPRISES INC POSITION: Officer/Director NATURE: Other: INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018 ADDRESS: 24291 La Hermosa Ave, Laguna Niguel CA 92677, United States DESCRIPTION: EVENT PLANNING. 5. HIMELSON ENTERPRISES, INC. POSITION: Co-owner with spouse NATURE: S-Corp INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2018 ADDRESS: 24291 La Hermosa Ave, Laguna Niguel CA 92677, United States DESCRIPTION: Finance, Administration, and business support 6. HIMELSON ENTERPRISES, INC. POSITION: Co-owner NATURE: S-Corp Co-owner with spouse INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2018 ADDRESS: 5329 10th Ave S, Minneapolis MN 55417, United States DESCRIPTION: Finance, Administration, and business support

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-10-24
• S63 Uniform Securities Agent State Law Examination
  2017-09-28

Other Names

• Adam Himelson
• Adam Brian Himelson