Joshua Michael Stork

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

• 06/2016 → 09/2022
  Massmutual Life Insurance Company
  Lake Oswego, OR
• 02/2017 → 09/2022
  Mml Investors Services, Llc
  Lake Oswego, OR
• 06/2016 → 06/2017
  Oregon State University - College Of Business
  Corvallis, OR
• 01/2015 → 06/2017
  Oregon State University
  Corvallis, OR
• 09/2022 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Previous Registrations

• 2019-05-16 → 2022-09-28
  Mml Investors Services, Llc
  Lake Oswego, OR

Other Businesses

1) SPORTS OFFICIAL POSITION: Sports Official NATURE: Official INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 11/27/2018 DESCRIPTION: Sports Official 2) STORK FAMILY FARM & RANCH POSITION: Owner NATURE: Pass through INVESTMENT RELATED: No NUMBER OF HOURS: 70 SECURITIES TRADING HOURS: 0 START DATE: 05/09/2024 ADDRESS: 43598 Hobby Horse Rd, Russellville MO 65074, United States DESCRIPTION: Livestock (Cattle, Chickens, Sheep, Goats, and Swine) care. Land Management

Exams

• S66 Uniform Combined State Law Examination
  2017-06-20

Other Names

• Joshua Stork