Grant Eric Tolman

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

• 05/2016 → 11/2018
  Signator Investors, Inc.
  Overland Park, KS
• 11/2018 → Present
  Osaic Wealth, Inc.
  Overland Park, KS

Previous Registrations

• 2016-05-13 → 2018-11-02
  Signator Investors, Inc.
  Charleston, SC
  Overland Park, KS
  Nashville, TN
  Gold River, CA
• 2008-02-08 → 2016-05-13
  Transamerica Financial Advisors, Llc
  Kansas City, KS
  Overland Park, KS
  Olathe, KS
  San Diego, CA

Other Businesses

1. G.E. TOLMAN $ CO. POSITION: President NATURE: Sole Prop. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2007 ADDRESS: 6801 W 107th Street, Overland Park KS 66212, United States DESCRIPTION: Fixed Insurance Commissions are paid through this entity. 2. LGB ENTERPRISES, LLC POSITION: Managing Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2003 ADDRESS: 12809 West 129th Street, Overland Park KS 66213, United States DESCRIPTION: Investment partnership with my sister. We are 50/50 partners. We own interests in residential and commercial real estate. 3. GRANT TOLMAN FINANCIAL SERVICES POSITION: President NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/01/2008 ADDRESS: 6801 West 107th Street, Suite 104, Overland Park KS 66212, United States DESCRIPTION: DBA for fixed insurance, investments and financial planning. 4. TRUSTEE POSITION: co-trustee NATURE: Trusts INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2010 ADDRESS: 12809 West 129th Street, Overland Park KS 66213, United States DESCRIPTION: co-trustee for my family's trust

Exams

• S66 Uniform Combined State Law Examination
  2008-02-07
• S63 Uniform Securities Agent State Law Examination
  1999-08-11