Nancy Jo Mcmillan

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

• 10/1983 → Present
  Mcmillan Financial Services
  Fort Smith, AR
• 08/1986 → Present
  Mutual Benefit Life
  Newark, NJ
• 12/1991 → Present
  Bma
  Kansas City, MO
• 09/2014 → 09/2020
  Voya Financial Advisors
  Fort Smith, AR
• 09/2020 → 06/2024
  Securities America, Inc.
  Fort Smith, AR
• 09/2020 → 06/2024
  Securities America Advisors
  Fort Smith, AR
• 06/2024 → Present
  Osaic Wealth, Inc.
  Fort Smith, AR

Previous Registrations

• 2020-09-14 → 2024-06-14
  Securities America Advisors, Inc.
  Fort Smith, AR
• 2004-01-01 → 2020-09-17
  Voya Financial Advisors, Inc.
  Overland Park, KS
  Fort Smith, AR
  Lake St. Louis, MO
  Cookeville, TN
• 2002-04-23 → 2004-01-01
  Locust Street Securities, Inc.
  Fort Smith, AR

Other Businesses

1. DBA: McMillan Financial Services Inc. 2. INSURANCE POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 05/13/2020 ADDRESS: 622 So. 21st Street, Fort Smith AR 72901, United States DESCRIPTION: Solicit based on client needs. 3. TRUSTEE POSITION: Trustee NATURE: Trustee INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2000 ADDRESS: 2926 Carthage St, Fort Smith AR 72901, United States DESCRIPTION: I am the Trustee of my own Trust held at Pershing, LLC. I am the trustee who can do all the duties described in the trust documents. The account numbers are [REDACTED]; [REDACTED] and [REDACTED]. 4. MCMILLAN FINANCIAL SERVICES, INC. POSITION: President NATURE: S-Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 11/01/1983 ADDRESS: 622 S. 21st Street, Fort Smith AR 72901, United States DESCRIPTION: McMillan Financial Services, Inc. is an S-Corp and DBA name for my private business where I am a Financial Advisor and Insurance Agent. 5. INSURANCE POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 11/01/1983 ADDRESS: 622 So. 21st Street, Fort Smith AR 72901, United States DESCRIPTION: Solicit based on client needs. 6. TRUSTEE POSITION: Trustee NATURE: Trustee INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2000 ADDRESS: 2926 Carthage St, Fort Smith AR 72901, United States DESCRIPTION: I am the Trustee of my own Trust held at Pershing,LLC. I am the trustee who can do all the duties described in the trust documents. The account numbers are [REDACTED]; [REDACTED] and [REDACTED].

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-04-07
• S63 Uniform Securities Agent State Law Examination
  1982-11-06

Designations

• Chartered Financial Consultant

Other Names

• Nancy Jo Bischof