Robert Ellis Payne

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

• 02/2002 → 01/2019
  Questar Capital Corporation
  Ann Arbor, MI
• 05/2015 → 01/2019
  Questar Asset Management
  Minneapolis, MN
• 01/2019 → 06/2024
  Securities America, Inc.
  Brentwood, TN
• 01/2019 → 06/2024
  Securities America Advisors
  Brentwood, TN
• 06/2024 → Present
  Osaic Wealth, Inc.
  Brentwood, TN
• 06/2024 → Present
  Osaic Wealth, Inc.
  Brentwood, TN

Previous Registrations

• 2019-01-02 → 2024-06-14
  Securities America Advisors, Inc.
  Brentwood, TN
• 2015-05-11 → 2019-01-08
  Questar Asset Management, Inc.
  Brentwood, TN
  Minneapolis, MN

Other Businesses

1) SAA Position: Advisor Nature: Advisory Investment Related: Yes Hours: 40 Securities Trading Hours: 40 Start Date: 12/21/2018 Address: 205 Powell Place, #225, Brentwood TN 37027 2) Highland Capital Position: Advisor Nature: Insurance Sales Investment Related: Yes Hours: 20 Securities Trading Hours: 20 Start Date: 12/21/2018 Address: 205 Powell Place #225, Brentwood TN 37027 3) DBA: Robert E. Payne, CFP 4) HIGHLAND CAPITAL POSITION: Advisor NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2019 ADDRESS: 205 Powell Place #225, Brentwood TN 37027, United States DESCRIPTION: Insurance Sales

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-03-02

Designations

• Certified Financial Planner