Allison Jean Sukup

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

• 08/2009 → Present
  Securities America Inc
  La Vista, NE
• 08/2016 → Present
  Securities America Advisors
  La Vista, NE
• 09/2023 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Previous Registrations

• 2016-08-31 → 2024-06-14
  Securities America Advisors, Inc.
  La Vista, NE

Other Businesses

VARIOUS PODCASTS POSITION: Host / Guest NATURE: Various Podcasts as host or guest INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2018 ADDRESS: 16617 Jefferson St, Omaha NE 68135, United States DESCRIPTION: Talking about art, tv shows, books, & movies. That's pretty much it. It doesn't haveanything to do with finance. SAA POSITION: Supervision NATURE: SECURITIES AMERICA ADVISORS-IAR-INVESTMENT ADVISORY-INVESTMENT RELATED-START DATE: 8/2016 LOCATED AT 12325 PORT GRACE BLVD.; LAVISTA, NE 68128 INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2016 ADDRESS: 12325 Port Grace Blvd, LaVista NE 68128, United States DESCRIPTION: Supervision and administration of emails and texting through the approved systems.

Exams

• S66 Uniform Combined State Law Examination
  2016-08-29