Robert William Reynolds

Employer firm

Osaic Advisory Services, LLC CRD 171070

$15.5B regulatory AUM 170 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

• 07/2010 → 11/2020
  Kms Financial Services, Inc
  Seattle, WA
• 11/2020 → 06/2024
  Securities America, Inc.
  Boise, ID
• 11/2020 → 11/2024
  Arbor Point Advisors
  Boise, ID
• 06/2024 → Present
  Osaic Wealth, Inc.
  Boise, ID
• 11/2024 → Present
  Osaic Advisory Services, Llc
  Atlanta, GA

Previous Registrations

• 2020-11-06 → 2024-11-08
  Arbor Point Advisors
  Boise, ID
• 2010-07-23 → 2020-11-06
  Kms Financial Services, Inc.
  Boise, ID
  Boise, ID
  Seattle, WA
• 2010-08-01 → 2011-11-16
  Echelon Group
  Boise, ID
• 2006-09-04 → 2010-08-02
  Waddell & Reed
  Meridian, ID
  Meridian, ID
  Seattle, WA
  Meridian, ID

Other Businesses

1. TWEEDY INSURANCE GROUP POSITION: Agent NATURE: Life and Health insurance INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2015 ADDRESS: 99 S Canyon, Nampa ID 83651, United States DESCRIPTION: about 99% of the business is selling Medicare supplements, Advantage plans and Prescription drug plans. The other 1% is life insurance or LTC. 2. BLUE COLLAR ADVISORS LLC POSITION: Owner NATURE: Blue Collar Advisors LLC is a DBA for my securities business through Securities America. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/01/2020 ADDRESS: 12273 W. Lewisburg, Boise ID 83709, United States DESCRIPTION: It is a DBA for my Securities America business. 3. TOP TIER CARE SUPPORTED LIVING POSITION: Member/Owner NATURE: LLC taxed as an S Corp INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 11/01/2025 ADDRESS: 506 6th St, Rupert ID 83350, United States DESCRIPTION: The business provides Residential Habilitation for individuals with developlmenal disabilities under the Idaho DD Medicaid waiver. I will managing paperwork, creating training and doing new participant intakes.

Exams

• S66 Uniform Combined State Law Examination
  2006-09-01