Tami Lee Carley

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

• 11/2012 → 05/2017
  Rbc Capital Markets, Llc
  Minneapolis, MN
• 06/2017 → 07/2017
  Unemployed
  Stillwater, MN
• 07/2017 → 10/2017
  Roberthalf Financial Service - Thrivent
  Minneapolis, MN
• 07/2017 → 04/2021
  Thrivent Investment Management Inc
  Minneapolis, MN
• 10/2017 → 04/2021
  Thrivent Financial
  Appleton, WI
• 04/2021 → Present
  Allianz Life Insurance Company Of North America
  Minneapolis, MN
• 04/2021 → Present
  Allianz Life Financial Services, Llc
  Minneapolis, MN
• 05/2026 → Present
  Osaic Wealth Inc.
  Scottsdale, AZ

Previous Registrations

• 2018-05-31 → 2021-04-16
  Thrivent Investment Management Inc.
  Minneapolis, MN

Exams

• S66 Uniform Combined State Law Examination
  2018-05-30
• S63 Uniform Securities Agent State Law Examination
  2017-11-28

Other Names

• Tami Lee Misiak
• Tami L Marshall
• Tami Misiak
• Tami Lee Norman
• Tami L Norman
• Tami Lee Misiak
• Tammie Lee Marshall
• Tami Lee Norman