Daniel Joseph Hunter

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

• 11/2010 → Present
  Securities America Inc
  La Vista, NE
• 04/2014 → Present
  Securities America Advisors
  La Vista, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Previous Registrations

• 2014-04-01 → 2024-06-14
  Securities America Advisors, Inc.
  La Vista, NE
  Omaha, NE
  La Vista, NE

Other Businesses

***SECURITIES AMERICA ADVISORS - REGISTERED HOME OFFICE EMPLOYEE POSITION: Advisor/Program support NATURE: SECURITIES AMERICA ADVISORS - INVESTMENT ADVISORY - IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/01/2014 ADDRESS: 12325 Port Grace Blvd, La Vista NE 68128 DESCRIPTION: Registered home office employee, affiliated with Securities America Advisors

Exams

• S66 Uniform Combined State Law Examination
  2014-03-26