Kimberly Lynn Wahl-Taylor

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

• 08/2011 → Present
  Securities America
  La Vista, NE
• 03/2005 → Present
  Bookworm
  Omaha, NE
• 05/2014 → Present
  Securities America Advisors
  La Vista, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Previous Registrations

• 2014-05-12 → 2024-06-14
  Securities America Advisors, Inc.
  La Vista, NE
  Omaha, NE
  La Vista, NE

Other Businesses

***SECURITIES AMERICA ADVISORS POSITION: CCR Analyst NATURE: SECURITIES AMERICA ADVISORS - INVESTMENT ADVISORY - IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 05/01/2014 ADDRESS: 12325 PORT GRACE BLVD, La Vista NE 68128 DESCRIPTION: CCR Analyist ***WAHL PARTNERSHIP POSITION: Partner NATURE: Interest in Family Farm Partnership that I inherited after my dad passed away. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/18/2023 ADDRESS: 15 West 2nd Street, Kingsley IA 51028 DESCRIPTION: I do not take an active role in this activity. We rent the farmland. I just have a share of income that comes from the rental

Exams

• S66 Uniform Combined State Law Examination
  2014-05-05

Other Names

• Kim Taylor