Bryan Price Filson

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

• 01/2016 → 12/2021
  Mutual Of Omaha Insurance Company
  Fort Myers, FL
• 01/2016 → 12/2021
  Mutual Of Omaha Investor Services
  Fort Myers, FL
• 12/2021 → 01/2024
  Woodbury Financial Services Inc
  Naples, FL
• 01/2024 → Present
  Osaic Wealth, Inc.
  Naples, FL

Previous Registrations

• 2021-12-10 → 2024-01-19
  Woodbury Financial Services, Inc.
  Naples, FL
• 2016-04-05 → 2021-12-08
  Mutual Of Omaha Investor Services, Inc.
  Sarasota, FL
  Fort Myers, FL
  Guaynabo, PR
  Omaha, NE

Other Businesses

1. THE HEIGHTS FOUNDATION POS: BOARD MEMBER/TREASURER NATURE: NON-PROFIT INVESTMENT RELATED: No NUMBER OF HRS: 2 SECURITIES TRADING HRS: 0 START DATE: 1/1/18 ADDY: FORT MYERS FL 33908 DESC: FOUNDATION TO PROVIDE EDUCATION IN A DEPRESSED AREA, NON-INVESTMENT RELATED. BOARD MEMBERS MEET AND VOTE TO DECIDE DIRECTION OF FOUNDATION 2. INSURANCE AGENT POS: INSURANCE AGENT NATURE: 1099 UNDER MY INDIVIDUAL NAME INVESTMENT RELATED: Yes NUMBER OF HRS: 80 SECURITIES TRADING HRS: 80 START DATE: 12/16/21 ADDY: NAPLES FL 34103 DESC: PROVIDING ADVICE/SALES OF LIFE/HEALTH/VA INDEPENDENT INSURANCE PRODUCTS. 3. ADVANCED CAPITAL STRATEGIES LLC POS: Managing Member NATURE: Florida Limited Liability Company INVESTMENT RELATED: Yes NUMBER OF HRS: 16 SECURITIES TRADING HRS: 0 START DATE: 8/11/25 ADDY: Fort Myers FL 33905 DESC: Using my CEPA designation through the Exit Planning Institute (EPI). The only overlap in the question #2 is Real Estate, I'm not valuing it. I do not hold a real estate license. I just provide different structures on how to exit the business(es) they operate. My major value add is helping through the Due Diligence process and guiding the client to the professionals needed to complete the tasks required during the due diligence process. I would most likely charge an hourly fee. Anything falling under Financial Planning will go under Osaic and the FP process. 4. PRECISION SOLUTIONS & ADVISORY LLC POS: Silent Partner/Silent Member NATURE: This is a bookkeeping company that is run daily by Yhanna Brea, she wants me to coordinate with her regarding my CEPA designation or Advanced Capital Strategies LLC (already approved OBA) to talk to companies about getting ready for sale. I have approached her to run separately however she wants to do joint meetings, and I have already referred business to her. Because of my unique knowledge and CEPA designation I have provided her free insight on what buyers are looking for in a company and how to get ready for a sale. She does my due diligence bookkeeping for the businesses, and the clients have had a negative reaction to the separating of fees. I just want to put it all in one fee, include bookkeeping. She will run daily operations and the bank account; I won't do any cashiering. I have NOT taken one penny of income. INVESTMENT RELATED: No NUMBER OF HRS: 8 SECURITIES TRADING HRS: 4 START DATE: 1/9/26 ADDY: Lehigh Acres FL 33976 DESCRIPT: When her client asks for more in the bookkeeping relationship or mentions a sale she wants to bring me in to advise and expand her invoice to the customer. We're also going to collaborate in the due diligence process of getting a business ready for sale. She wants me to use the CEPA designation as an extension of her business in joint meetings. 5. JK SALON OPERATIONS LLC DBA "SALON MULBERRY" POSITION: Managing Member NATURE: Hair salon styling and cutting with coloring as well. This is a side project I'm helping my girlfriend out, but she wants me to make the business decisions, so I want to take ownership for that. This should be passive and the clients come from existing relationships with the stylists; there is no overlap. I don't hold the 401(k) or medical benefits to make sure there is a separation. There is a bookkeeper, so I stay away from the cash and cashiering as well. This is meant to be passive. I do not appear on the website; I don't promote myself or securities at all with this. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 03/17/2026 ADDRESS: 1575 Pine Ridge Rd, Suite 13, Naples FL 34109, United States DESCRIPTION: I will oversee management reports done weekly by the bookkeeper and the stylist managers. There is also a front desk manager that tracks scheduling so I will be making decisions on the reports they give me because everything is automated. Again, this is meant to be passive and run without the presence of me or my clients.

Exams

• S66 Uniform Combined State Law Examination
  2016-03-14
• S63 Uniform Securities Agent State Law Examination
  2009-10-15