Benn Lowell Feltheimer

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

• 04/2009 → 06/2024
  Securities America Inc.
  La Vista, NE
• 04/2009 → 06/2024
  Securities America Advisors, Inc.
  Chicago, IL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Chicago, IL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Chicago, IL

Previous Registrations

• 2009-04-14 → 2024-06-14
  Securities America Advisors, Inc.
  Chicago, IL
• 2005-11-11 → 2009-04-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
  Chicago, IL

Other Businesses

1. JCFS POSITION: board member NATURE: Philanthropic 501C Board Member. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/16/2019 ADDRESS: 216 W Jackson Blvd, Suite 700, Chicago IL 60606, United States DESCRIPTION: Board member; attend as many meetings as possible. 2. SECURITIES AMERICA ADVISORS, INC. POSITION: Financial Advisor NATURE: SECURITIES AMERICA ADVISORS, INC. - INVESTMENT ADVISORY - IAR - START DATE: 04/2009 - LOCATED AT 53 W JACKSON BLVD STE 556, CHICAGO, IL 60604 INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 04/01/2009 ADDRESS: 53 West Jackson Blvd Suite 556, CHICAGO IL 60604, United States DESCRIPTION: Financial Advisory Services 3. INSURANCE SALES POSITION: insurance broker NATURE: insurance sales agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/01/1988 ADDRESS: 53 West Jackson Blvd, Suite 556, Chicago IL 60614, United States DESCRIPTION: review of insurance needs and recommendation if suitable. 4. FELTHEIMER COHN & ASSOCIATES LLC POSITION: Co Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 04/01/2009 ADDRESS: 53 West Jackson Blvd Suite 556, CHICAGO IL 60604, United States DESCRIPTION: Financial Advisory Services

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-11-09
• S63 Uniform Securities Agent State Law Examination
  1984-03-26