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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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2015 → 11/2023
  First Command Advisory Services
  Fort Worth, TX
• 09/2014 → 11/2023
  First Command Financial Planning, Inc
  Fort Worth, TX
• 09/2014 → 11/2023
  First Command Insurance Services, Inc.
  Fort Worth, TX
• 11/2023 → Present
  Osaic Wealth Inc
  Highlands Ranch, CO

Previous Registrations

• 2015-12-15 → 2023-12-05
  First Command Advisory Services
  Fort Worth, TX
• 2014-06-19 → 2015-12-15
  First Command Brokerage Services, Inc.
  Aurora, CO

Other Businesses

1. I am owner of NMRC LLC that is the recipient of revenues from my financial advisory practice. I established it in 2019 to enhance my tax effiency. I don't have any other purpose for my business other than my financial advisory business and I run all business related expenses and income through that entity. 2. NMRC LLC DBA ESCAPE VELOCITY FINANCIAL PLANNING POSITION: Owner and Founder NATURE: NMRC LLC dba Escape Velocity Financial Planning is an S-Corp that I use to channel all business expenses through. I have been operating it for sometime. I do not spend more than 1 hour/week operating the business during trading hours. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2019 ADDRESS: 10839 Glengate Circle, Highlands Ranch CO 80130, United States DESCRIPTION: Provide accounting information to the accountant / bookkeepers so that I can accurately reflect income and expenses for the S-Corp. Then I also administer my employee who works with me serving my clients. 3. FIXED INSURANCE/FIXED ANNUITY BUSINESS POSITION: Insurance Agent NATURE: This business is to serve my clients and as an licensed agent for the insurance companies, I am compensated with commissions and trails that flow through the S-Corp to me. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 5 START DATE: 09/01/2014 ADDRESS: 10839 GLENGATE CIRCLE, Highlands Ranch CO 80130, United States DESCRIPTION: I consult with clients regarding the needs they have for fixed insurance or fixed annuity products, evaluate their options across several different insurance carriers, gather illustrations/quotes, explain to the client the pros/cons of each policy or quote vs. the other options and make a recommendation as to the best option for them based on their budget, requirements. I then help the clients proceed with the underwriting of the product and serve as the front line underwriter or the first stage of underwriting. Then I am involved in insurance policy deliver and service and maintenance of the policy. 4. COLORADO PUBLIC NOTARY POSITION: Public Notary NATURE: It is the same structure as my NMRC LLC dba Escape Velocity Financial Planning. In fact it is the same business. I am simply adding a service as a public notary for the state of Colorado to better and more completely serve my existing clients. I have past the test for the public notary course and have taken all requisite training. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/02/2025 ADDRESS: 12835 E Arapahoe Road, Tower 1, Suite 803, Centennial CO 80112, United States DESCRIPTION: I am simply adding a service as a public notary for the state of Colorado to better and more completely serve my existing clients. I have past the test for the public notary course and have taken all requisite training. I will notarize documents for clients that they need a public notary to certify their signature, create document copies and make official estate planning documents. I am keenly aware that I may not notarize any documents that benefit me in anyway as a financial advisor and have no plans to notarize any such documents.

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-01-21
• S65 Uniform Investment Adviser Law Examination
  2014-06-18

Other Names

• Read Tyler Otto
• Read Tyker Otto