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Reagan Anthony Hamilton

Osaic Wealth, Inc.

Metamora, MI

Southfield, MI

CRD 6328744

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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:

Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2023-02-08
  • MI RA
    APPROVED
    Since 2023-02-08

Branch Locations

Metamora, MI • United States

28411 Northwestern Hwy Suite 1300, Southfield, MI 48034 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Securities America Inc Oak Park MI 02/2015 01/2017
Securties America Advisors Oak Park MI 02/2015 01/2017
The Firm Advisors Oak Park MI 03/2014 12/2016
Minnesota Life St. Paul MN 01/2017 02/2023
Wealth Strategies Financial Group Southfield MI 01/2017 02/2023
Securian Financial Services Inc. St. Paul MN 01/2017 02/2023
Royal Alliance Southfield MI 02/2023 06/2023
Osaic Wealth, Inc. Southfield MI 06/2023 Present
  • 02/2015 → 01/2017
    Securities America Inc
    Oak Park, MI
  • 02/2015 → 01/2017
    Securties America Advisors
    Oak Park, MI
  • 03/2014 → 12/2016
    The Firm Advisors
    Oak Park, MI
  • 01/2017 → 02/2023
    Minnesota Life
    St. Paul, MN
  • 01/2017 → 02/2023
    Wealth Strategies Financial Group
    Southfield, MI
  • 01/2017 → 02/2023
    Securian Financial Services Inc.
    St. Paul, MN
  • 02/2023 → 06/2023
    Royal Alliance
    Southfield, MI
  • 06/2023 → Present
    Southfield, MI
Previous Registrations
  • 2017-01-06 → 2023-02-09
    Securian Financial Services, Inc.
    Southfield, MI
  • 2015-02-12 → 2017-01-05
    Securities America Advisors, Inc.
    Oak Park, MI
Other Businesses

1. PROVISION INSURANCE REFERRALS POSITION: Independent Contractor NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2018 ADDRESS: , Southfield MI , United States DESCRIPTION: Independent Contractor 2. MICHIGAN FINANCIAL COMPANIES - INSURANCE POSITION: Financial Consultant NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/08/2023 ADDRESS: 28411 Northwestern Hwy, Suite 1300, Southfield MI 48034, United States DESCRIPTION: SALES/MARKETING OF FIXED ANNUITIES AND NON-VARIABLE INSURANCE 3. MICHIGAN FINANCIAL COMPANIES - SECURITIES POSITION: Financial Consultant NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/08/2023 ADDRESS: 28411 Northwestern Hwy, Suite 1300, Southfield MI 48034, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products 4. PROVISION INSURANCE POSITION: None NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2018 ADDRESS: 28411 Northwestern Hwy, Suite 1300, Southfield MI 48034, United States DESCRIPTION: Property and casualty insurance referrals with an independent property and casualty insurance agency that pays me a share of the commissions for referring business 5. REAL ESTATE RENTAL POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/17/2026 ADDRESS: 824 Beaufield, Ferndale MI 48220, United States DESCRIPTION: Property purchased with intention of renting it at some point in the future. Currently I have a friend that is living there for $1 per month lease that I am not actively collecting. I will update this OBA once I have a paying tenant.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-08-04
  • S66 Uniform Combined State Law Examination
    2014-08-04
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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