David Brian Bolinske
Investment adviser representative at Osaic Wealth, Inc.
26 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
26 years in the industry.
- Osaic Wealth, Inc.Jun 2024 to now
- Magic City Youth BaseballMay 2018 to now
- Securities America AdvisorsMar 2021 to Jun 2024
- Securities America, Inc.Mar 2021 to Jun 2024
- Bo Inc.May 2019 to Dec 2019
- Turf Pro'sMay 2012 to Nov 2017
- Raymond James Financial Services Advisors, IncJan 2009 to Mar 2021
- Raymond James Financial Services, Inc.Oct 2000 to Mar 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (ND).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2409964
- Firm CRD
- 23131