Brian Adam Zuschlag

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

• 03/2014 → 11/2020
  Kms Financial Services, Inc.
  Seattle, WA
• 11/2020 → 06/2024
  Securities America, Inc.
  Scappoose, OR
• 11/2020 → 06/2024
  Securities America Advisors, Inc.
  Scappoose, OR
• 06/2024 → Present
  Osaic Wealth, Inc.
  Scappoose, OR
• 06/2024 → Present
  Osaic Wealth, Inc.
  Scappoose, OR

Previous Registrations

• 2020-11-06 → 2024-06-14
  Securities America Advisors, Inc.
  Scappoose, OR
• 2014-03-18 → 2020-11-06
  Kms Financial Services, Inc.
  Scappoose, OR
  Seattle, WA
• 2010-07-12 → 2014-03-11
  Edward Jones
  St Helens, OR
  St Louis, MO

Other Businesses

1. DBA - Channel Investments, Inc 2. BAZ HOLDINGS, LLC DBA CHANNEL INVESTMENTS POSITION: Owner NATURE: LLC to run my business, and payroll INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 52644 NE First St, Scappoose OR 97056 DESCRIPTION: LLC name to advertise and run my business

Exams

• S66 Uniform Combined State Law Examination
  2010-07-09

Other Names

• Brian A Zuschlag