Dean Alfred Bell

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

• 12/2013 → 08/2023
  Sigma Financial Corporation
  Ann Arbor, MI
• 12/2013 → 08/2023
  Spc
  Ann Arbor, MI
• 07/2023 → Present
  Osaic Wealth Inc
  Southfield, MI

Previous Registrations

• 2013-12-05 → 2023-08-25
  Spc
  Shelby Twp, MI
  Washington, MI
  Ann Arbor, MI
• 2010-09-28 → 2013-12-06
  B. Riley Wealth Management
  Birmingham, MI
• 2000-07-13 → 2004-05-10
  Ubs Financial Services Inc.
  Akron, OH

Other Businesses

1. Sale of fixed insurance products, including life insurance, through FMO's: Producers Choice, 3D Advisors and Aegis Financial Insurance Agency 6345 Prestige Lane Start date: 5/1/2022, 10 hours / month 5 hours during trading 2. BELL & ASSOCIATES POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 08/24/2023 ADDRESS: 8300 Hall Road, Ste 201, Utica MI 48317-0000, United States DESCRIPTION: Sales/marketing of fixed annuities and non-variable insurance. 3. BELL & ASSOCIATES/SECURITIES POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/24/2023 ADDRESS: 8300 Hall Road, Ste 201, Utica MI 48317-0000, United States DESCRIPTION: Sales/marketing of securities Investment Advice Insurance Products

Exams

• S66 Uniform Combined State Law Examination
  2020-07-20
• S65 Uniform Investment Adviser Law Examination
  1999-11-29
• S63 Uniform Securities Agent State Law Examination
  1984-07-05