Donald Craig Wilkie

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

• 08/1995 → Present
  Financial Strategies Group
  San Diego, CA
• 10/1996 → 06/2024
  Securities America, Inc.
  San Diego, CA
• 01/2000 → 06/2024
  Securities America Advisors
  San Diego, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  San Diego, CA

Previous Registrations

• 2000-01-10 → 2024-06-14
  Securities America Advisors, Inc.
  San Diego, CA
  San Diego, CA

Other Businesses

1. FINANCIAL STRATEGIES GROUP POSITION: Owner NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 30 START DATE: 01/01/1985 ADDRESS: Financial Strategies Group, 2820 Carleton St. STE 38, San Diego CA 92106, United States DESCRIPTION: Insurance Sales to SAI clients

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-15
• S63 Uniform Securities Agent State Law Examination
  1997-05-06

Other Names

• Donald C Wilkie