Nathan Howard Palmer

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

• 11/2015 → Present
  Osaic Wealth, Inc.
  Tulsa, OK

Previous Registrations

• 2010-04-08 → 2016-06-23
  First Independent Advisory Services, Inc.
  Tulsa, OK

Other Businesses

1) 520 ASSOCIATES LLC POSITION: Registered Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/04/2015 ADDRESS: 6660 S Sheridan Rd, Suite 260, Tulsa OK 74133, United States DESCRIPTION: Registered Representative 2) CHESTNUT STREET ADVISORS POSITION: Agent NATURE: dba Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 11/04/2015 ADDRESS: 6660 S Sheridan Rd., Suite 260, Tulsa OK 74133, United States DESCRIPTION: Life and health insurance sales 3) FIRST CHURCH OF THE NAZARENE POSITION: Board Member NATURE: Church INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2012 ADDRESS: 401 W New Orleans St., Broken Arrow OK 74012, United States DESCRIPTION: I sit on the board for our church, which is an elected position. I do not handle money or have check writing privileges.

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-01-13
• S66 Uniform Combined State Law Examination
  2009-12-24