Robert Walter Breske

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

• 05/2016 → 11/2018
  Signator Investors, Inc.
  Nashville, TN
• 11/2018 → Present
  Osaic Wealth, Inc.
  Orlando, FL

Previous Registrations

• 2016-05-13 → 2018-11-02
  Signator Investors, Inc.
  Gold River, CA
  Orlando, FL
  Nashville, TN
• 2001-01-29 → 2016-05-13
  Transamerica Financial Advisors, Llc
  Orlando, FL
  Gold River, CA
  Orlando, FL

Other Businesses

1) BRESKE & BRESKE, INC. POSITION: Owner/President NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 03/05/1998 ADDRESS: 4447 Edgewater Drive, Orlando FL 32804, United States DESCRIPTION: This is my DBA 2) MORNING STAR CATHOLIC SCHOOL POSITION: Board member NATURE: Special needs school INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/01/2016 ADDRESS: 930 Leigh Avenue, Orlando FL 32804, United States DESCRIPTION: Sit on the Board, review reports, discuss the current position and future position of the school 3) LIFELOCK POSITION: Agent NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/26/2019 ADDRESS: 60 East Rio Salado Parkway, Suite #1000, Tempe AZ 85281, United States DESCRIPTION: Offer Lifelock to our clients. They go online to sign up.

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-06-26
• S65 Uniform Investment Adviser Law Examination
  1997-04-23