Daniel Blakeman

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

• 07/2023 → 06/2024
  Securities America Advisors
  Bedford, NH
• 11/2002 → 03/2020
  Comcast Communications Inc.
  Manchester, NH
• 04/2020 → 06/2023
  Retired/Unemployed
  Bedford, NH
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Previous Registrations

• 2023-07-06 → 2024-06-14
  Securities America Advisors, Inc.
  Bedford, NH
  Westcliffe, CO

Other Businesses

1. FUTURITY FIRST MID-PLAINS ADVISORS POSITION: Sales NATURE: Life and Annuity Products through Futurity First Insurance Group INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/09/2023 ADDRESS: 17117 Oak Drive, Suite A, Omaha NE 68130, United States DESCRIPTION: Sale of certain life and annuity products have investment characteristics. 2. SAA POSITION: Financial Advisor NATURE: Financial Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 06/28/2023 ADDRESS: 12325 Port Grace Blvd, La Vista NE 68128, United States DESCRIPTION: Financial Advisor

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-02-17