Mark Ronald Matulia

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

• 11/2014 → 06/2024
  Securities America, Inc.
  Fayetteville, GA
• 11/2014 → 06/2024
  Securities America Advisors, Inc.
  La Vista, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Fayetteville, GA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Fayetteville, GA

Previous Registrations

• 2014-11-14 → 2024-06-14
  Securities America Advisors, Inc.
  La Vista, NE
  Fayetteville, GA
• 2003-08-07 → 2014-11-14
  Sunset Financial Services, Inc.
  Fayetteville, GA
  Winston-Salem, NC
  Fayetteville, GA
  Fayetteville, GA
  Kansas City, MO
• 2003-03-19 → 2003-07-28
  Principal Securities, Inc.
  Des Moines, IA

Other Businesses

1. MATULIA FINANCIAL SERVICES LLC POSITION: Member NATURE: Sale of insurance products INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 07/01/2025 ADDRESS: 400 Westpark Ct, Suite 210, Peachtree City, GA 30269 DESCRIPTION: Sales of Insurance Products

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-01-13

Designations

• Certified Financial Planner
• Chartered Financial Consultant