Owen Kenneth Hand

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

• 10/1975 → Present
  Owen Hand And Co.
  Beaufort, SC
• 01/1979 → Present
  Owen Hand & Co Ltd
  Beaufort, SC
• 07/1990 → Present
  Hand & Tanner Financial Group Inc.
  Beaufort, SC
• 02/2009 → 11/2017
  Invest Financial Corp.
  Tampa, FL
• 11/2017 → Present
  Royal Alliance
  Beaufort, SC

Previous Registrations

• 2009-02-12 → 2017-11-16
  Invest Financial Corporation
  Appleton, WI
  Beaufort, SC

Other Businesses

1) HAND & TANNER FINANCIAL GROUP, INC POSITION: President NATURE: Sub S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 4 START DATE: 01/01/1990 ADDRESS: 39 Professional Village Circle, Beaufort SC 29907, United States; DESCRIPTION: pay bills 2) O&R, LLC POSITION: Principal NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2002 ADDRESS: 39 Professional Village Circle, Beaufort SC 29907, United States DESCRIPTION: maintain ckg account. this is our office building from which we rent space 3) OWEN HAND& CO., LTD POSITION: President NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 5 START DATE: 01/01/1989 ADDRESS: 39 Professional Village Circle, Lady's Island SC 29907, United States DESCRIPTION: sell life, disability, and long term care insurance 4) ROTARY CLUB OF BEAUFORT POSITION: MembershipChair NATURE: Civic Club meets weekly on Wednesday for lunch INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2021 ADDRESS: St Peters Catholic Church, Lady's Island SC 29907, United States DESCRIPTION: Identify and recruit new members 5) FIRST PRESBYTERIAN CHURCH POSITION: seated elder NATURE: church INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2024 ADDRESS: 1201 Church St, Beaufort SC 29902, United States DESCRIPTION: Decisions relative to church business

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-07
• S63 Uniform Securities Agent State Law Examination
  1980-06-06

Designations

• Certified Financial Planner