Bryon Andrew Holz

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

• 01/2009 → 09/2023
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 09/2023 → Present
  Osaic Wealth, Inc.
  Brandon, FL

Previous Registrations

• 2008-10-31 → 2023-09-01
  Osaic Services, Inc.
  Brandon, FL
• 2001-09-21 → 2008-10-31
  American General Securities Incorporated
  Brandon, FL
  Brandon, FL

Other Businesses

1. BRYON HOLZ & ASSOCIATES, INDEPENDENT INSURANCE SALES, COMMENCED 11/1983, SOLE PROPRIETORSHIP, 95% TIME SPENT, 100% OWNERSHIP, ACTIVE OWNER/AGENT/REP; 2. ADDITIONAL PROFESSIONAL DESIGNATIONS HELD: CLU, LUTCF, CASL, and LACP. 3. FREELANCE MUSIC WRITER/PHOTOGRAPHER POSITION: Freelance Music Writer/Photographer NATURE: Hobby (Sole Proprietorship). INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/09/2020 ADDRESS: 207 Cindy Lane, Brandon FL 33510, United States DESCRIPTION: Review and photograph local music concerts for various music publications (currently for no compensation).

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-06-15
• S65 Uniform Investment Adviser Law Examination
  1999-12-16

Designations

• Chartered Financial Consultant