Brian Edward Foland

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

• 07/1998 → 06/2024
  Securities America, Inc.
  Spokane, WA
• 11/2005 → 06/2024
  Securities America Advisors, Inc
  Spokane, WA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Spokane, WA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Spokane, WA

Previous Registrations

• 2005-11-18 → 2024-06-14
  Securities America Advisors, Inc.
  Spokane, WA
  Spokane, WA
  Spokane, WA

Other Businesses

FOLAND WEALTH MANAGEMENT POSITION: insurance sales NATURE: Insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/1998 ADDRESS: 711 W Indiana, Spokane WA 99205 DESCRIPTION: Insurance sales

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-02-18
• S63 Uniform Securities Agent State Law Examination
  1998-12-08