Thomas Patrick Flanagan

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

• 01/2006 → Present
  Thomas P. Flanagan Insurance
  St. James, NY
• 12/2006 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Saint James, NY
• 01/2024 → Present
  Osaic Wealth, Inc.
  Saint James, NY

Previous Registrations

• 2019-06-21 → 2024-01-19
  Woodbury Financial Services, Inc.
  Saint James, NY
• 2005-05-31 → 2006-01-10
  Chase Investment Services Corp.
  Plainview, NY
• 2003-07-21 → 2005-02-22
  Ifmg Securities, Inc.
  Rego Park, NY

Other Businesses

1)- TPF INSURANCE POSITION: insurance agent NATURE: sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 6 START DATE: 03/29/2001 ADDRESS: 217 second st, saint james NY 11780, United States DESCRIPTION: Providing fixed annuities, Disability , Healthand Life Insurance. 2) - TPF SPEAKING POSITION: SPEAKER NATURE: MOTIVATIONAL SPEAKING AT CHURCHES AND LIBRARY. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/05/2001 ADDRESS: 217 SECOND ST, SAINT JAMES NY 11780, United States DESCRIPTION: MOTIVATIONAL SPEAKING TO HELP PEOPLE ACHIEVE THEIR GOALS IN LIFE.

Exams

• S66 Uniform Combined State Law Examination
  2003-06-23
• S63 Uniform Securities Agent State Law Examination
  1986-01-29

Other Names

• Thomas Patrick Flanagan