Terry Jay Thompson

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

• 01/2014 → 12/2017
  Bliss Insurance And Financial Services
  Traverse City, MI
• 04/2014 → 11/2023
  Fsc Securities Corporation
  Traverse City, MI
• 01/2018 → Present
  Bliss & Thompson Financial Services
  Traverse City, MI
• 11/2023 → Present
  Osaic Wealth, Inc.
  Traverse City, MI

Previous Registrations

• 2016-08-09 → 2023-11-03
  Fsc Securities Corporation
  Traverse City, MI

Other Businesses

1. BLISS & THOMPSON FINANCIAL SERVICES POSITION: Financial Advisor NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 120 START DATE: 01/01/2018 ADDRESS: 3409 Veterans Drive, Suite 1, Traverse City MI 49684, United States DESCRIPTION: Securities and investment production as well as office administrative and owner duties. 2. BLISS & THOMPSON FINANCIAL SERVICES POSITION: Producer NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 12 START DATE: 05/01/2014 ADDRESS: 3409 Veterans Drive, Suite 1, Traverse City MI 49684, United States DESCRIPTION: Life insurance sales 3. PATHWAYS FINANCIAL GROUP, LLC POSITION: Financial Advisor NATURE: Limited Liability Company INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018 ADDRESS: 3409 Veterans Drive, Suite 1, Traverse City MI 49684, United States DESCRIPTION: None 4. TRIGGER PROPERTIES POSITION: Sole Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2023 ADDRESS: 3409 Veterans Drive, Suite #1, Traverse City MI 49684, United States DESCRIPTION: This entity is only used to pay rent to my landlord for business tax purposes only. I do not market this entity to anyone or have any intent to involve any other parties in this entity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-05-31
• S63 Uniform Securities Agent State Law Examination
  2014-05-30