Olivia Burke Casper

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

• 02/2018 → 12/2021
  Regions Bank
  Kingsport, TN
• 12/2017 → 02/2018
  Sun Tan City
  Johnson City, TN
• 01/2017 → 12/2017
  East Coast Wings
  Johnson City, TN
• 10/2016 → 04/2017
  Victoria's Secret
  Johnson City, TN
• 10/2015 → 10/2016
  Knights Pizza
  Johnson City, TN
• 12/2021 → 07/2023
  Robert W Baird
  Kingsport, TN
• 07/2023 → 08/2024
  Triad Advisors
  Norcross, GA
• 07/2023 → Present
  Triad Hybrid Solutions
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  New York, NY

Previous Registrations

• 2022-11-08 → 2023-07-25
  Robert W. Baird & Co. Incorporated
  Kingsport, TN

Other Businesses

1)Servet Wealth Management;investment related;dba;registered client associate;7/24/2023;160 hrs/month;130 hrs during trading;assist financial advisor in all things business related and client activities

Exams

• S66 Uniform Combined State Law Examination
  2022-11-04

Other Names

• Olivia R Burke
• Olivia Rose Burke