Blake Thomas Bailey

Employer firm

Osaic Advisory Services, LLC CRD 171070

$15.5B regulatory AUM 170 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

• 07/2017 → 03/2022
  Ameriprise Financial Services, Llc
  Chesterfield, MO
• 12/2015 → 07/2017
  Dierbergs Markets
  Saint Charles, MO
• 03/2022 → 06/2024
  Securities America, Inc.
  Saint Charles, MO
• 03/2022 → 11/2024
  Arbor Point Advisor
  Saint Charles, MO
• 06/2024 → Present
  Osaic Wealth, Inc.
  Saint Charles, MO
• 11/2024 → Present
  Osaic Advisory Services, Llc
  Atlanta, GA

Previous Registrations

• 2022-03-24 → 2024-11-08
  Arbor Point Advisors
  Saint Charles, MO
• 2021-11-16 → 2022-03-29
  Ameriprise Financial Services, Llc
  Chesterfield, MO
  Cottleville, MO

Other Businesses

AB WEALTH MANAGEMENT - DBA ADVISORY AFFILIATION: ARBOR POINT ADVISORS POSITION: Advisor NATURE: RIA that charges fees on investment accounts INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 03/24/2022 ADDRESS: 828 South Main Street, Saint Charles MO 63301, United States DESCRIPTION: provide advisory based services. INSURANCE SALES POSITION: insurance agent NATURE: Insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/24/2022 ADDRESS: 828 South Main Street, Saint Charles MO 63301, United States DESCRIPTION: soliciting based on clients needs

Exams

• S66 Uniform Combined State Law Examination
  2021-11-08