Peter Matthew Eliason

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

• 05/2003 → Present
  Osaic Wealth, Inc.
  Sheridan, WY
• 05/2003 → 11/2024
  Financial Dimensions Group, Inc.
  Sheridan, WY

Previous Registrations

• 2007-09-10 → 2024-11-01
  Financial Dimensions Group, Inc.
  Sheridan, WY
  Sheridan, WY
  Sheridan, WY

Other Businesses

1. COMMERCE BUILDING POSITION: Partner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2012 ADDRESS: 312 Whitney Lane, Suite 2, Sheridan, WY 82801 DESCRIPTION: Office building ownership 2. PETER ELIASON POSITION: Statutory Agent NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: START DATE: 05/01/2023 ADDRESS: 312 Whitney Lane, Suite 2, Sheridan, WY 82801 DESCRIPTION: Sell personal life insurance & long term care 3. BARN IN BIG HORN LLC POSITION: OWNER NATURE: LLC INVESTMENT RELATED: NO NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2015 ADDRESS: 211 JOHNSON STREET, BIG HORN WY 82833; DESCRIPTION: NONE. MY WIFE AND HER PARENTS WILL BE RUNNING THE EVENT COORDINATIONG FOR THE EVENT CENTER. WEDDINGS, FAMILY REUNIONS, CHRISTMAS PARTIES. 4. P & C LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/15/2020 ADDRESS: 228 Johnson Street, Big Horn WY 82833, United States DESCRIPTION: Manage Property Lease, Pay Bills, Maintain property 5. ELIASON FINANCIAL LLC POSITION: member NATURE: Limited Liability Company INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 09/01/2024 ADDRESS: 312 Whitney Lane, Sheridan WY 82801, United States DESCRIPTION: Manage financials and pay appropriate bills

Exams

• S66 Uniform Combined State Law Examination
  2007-08-14
• S63 Uniform Securities Agent State Law Examination
  1999-07-13

Other Names

• Peter Matthew Eliasoon