Ryan Edward Taccolini

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

• 09/2013 → Present
  Securities America Inc
  La Vista, NE
• 03/2011 → Present
  Paragon Sanitation Inc
  Omaha, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Previous Registrations

• 2015-09-03 → 2024-06-14
  Securities America Advisors, Inc.
  La Vista, NE
  Omaha, NE
  La Vista, NE

Other Businesses

SAA POSITION: Compliance NATURE: SECURITIES AMERICA ADVISORS - POSITION: IAR - NATURE: INVESTMENT ADVISORY SERVICES - INVESTMENT RELATED: YES - START DATE: 09/2015 - ADDRESS: 12325 PORT GRACE BLVD LA VISTA, NE 68128-8204 INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/01/2015 ADDRESS: 12325 Port Grace Blvd, La Vista NE 68128-8204, United States DESCRIPTION: Home office employee in Compliance.

Exams

• S66 Uniform Combined State Law Examination
  2015-09-02