David Frank Bucciferro

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

• 09/2001 → 01/2024
  Woodbury Financial Service
  Lisle, IL
• 01/2024 → Present
  Osaic Wealth, Inc.
  Yorkville, IL

Previous Registrations

• 2017-01-17 → 2024-01-19
  Woodbury Financial Services, Inc.
  Yorkville, IL
  Lisle, IL
  Lisle, IL

Other Businesses

1. DFB UNITED FINANCIAL, LLC; INV REL; 664 W. VETERANS PARKWAY, UNIT C, YORKVILLE, IL 60560 ;I SELL FIXED ANNUITIES AND TRAD LIFE PRODUCTS; INDEPENDENT INSURANCE AGENT; 11/1/2012; 5HR/MO; 5HR/MO; SELL ANUITIES AND TRAD LIFE INSURANCE PRODUCTS. 2. DFB UNITED FINANCIAL POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 150 START DATE: 11/01/2012 ADDRESS: 664 W. Veterans Parkway, Unit C, Yorkville IL 60560, United States DESCRIPTION: Everything involved in running a business - I sell securities, life insurance, annuities - I meet with clients regularly

Exams

• S66 Uniform Combined State Law Examination
  2016-12-13
• S63 Uniform Securities Agent State Law Examination
  2001-04-13