Timothy Austin Mcallister

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:

Current Employers

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2017-05-04
MN	RA	APPROVED	2016-11-15
WI	RA	APPROVED	1992-05-14

TX RA
APPROVED

Since 2017-05-04
MN RA
APPROVED

Since 2016-11-15
WI RA
APPROVED

Since 1992-05-14

Branch Locations

3033 E. Main Street, Onalaska, WI 54650 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Royal Alliance Associates, Inc.	La Crosse	WI	11/1989	06/2023
Osaic Wealth	La Crosse	WI	06/2023	Present

11/1989 → 06/2023

Royal Alliance Associates, Inc.

La Crosse, WI
06/2023 → Present

Osaic Wealth

La Crosse, WI

Previous Registrations

1993-03-12 → 2002-11-22

Mcallister Financial Services Inc.

La Crosse, WI

Other Businesses

1. MCALLISTER FINANCIAL SERVICES, INC. POSITION: Owner - NATURE: Corporation - INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 03/01/1989 ADDRESS: 3033 E. Main, Onalaska, WI 54650, Onalaska WI 54650, United States DESCRIPTION: Life insurance, long term care insurance, fixed annuities, disability insurance

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1986-03-17

S63 Uniform Securities Agent State Law Examination

1986-03-17

Designations

Certified Financial Planner

View on SEC IAPD