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ANDREW CHARLES TOMLINSON
Andrew TOMLINSON
CRD#: 2645204
IA
Investment Adviser
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Broker
OSAIC WEALTH, INC.CRD#: 23131 13854 LAKESIDE CIRCLE
SUITE #217
STERLING HEIGHTS, MI 48313
Registration History
19961998200020022004200620082010201220142016201820202022202420262 FIRMS1995 - 2002 (6 years)2 FIRMS2024 - Present (<1 year)BAMERICAN PORTFOLIOS FINANCIAL ... (CRD# 18487)2008 - 2024 (15 years)BBERTHEL, FISHER & COMPANY FINA... (CRD# 13609)2003 - 2008 (5 years)BCONTINENTAL CAPITAL INVESTMENT... (CRD# 2864)2002 - 2003 (<1 year)IAAMERICAN PORTFOLIOS ADVISORS, INC (CRD# 112697)2018 - 2024 (6 years)IAPROFESSIONAL PLANNING SERVICES (CRD# 152702)2017 - 2018 (1 year)IAAMERICAN PORTFOLIOS ADVISORS, INC (CRD# 112697)2016 - 2017 (<1 year)
License(s)

State Registrations

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Arizona 10/11/2024

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Michigan 10/11/2024

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Florida 10/11/2024

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Michigan 10/11/2024

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Georgia 10/11/2024

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South Carolina 10/11/2024

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Illinois 11/15/2024

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Texas 10/11/2024

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Indiana 10/11/2024

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
OSAIC WEALTH, INC. (CRD#:23131)
13854 LAKESIDE CIRCLE SUITE #217, STERLING HEIGHTS, MI 48313
18700 N. HAYDEN ROAD SUITE 255, SCOTTSDALE, AZ 85255
Registered with this firm since 10/11/2024

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OSAIC WEALTH, INC. (CRD#:23131)
13854 LAKESIDE CIRCLE SUITE #217, STERLING HEIGHTS, MI 48313
18700 N. HAYDEN ROAD SUITE 255, SCOTTSDALE, AZ 85255
Registered with this firm since 10/11/2024

Previous Registration(s)
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01/02/2018 - 10/11/2024 AMERICAN PORTFOLIOS ADVISORS, INC (CRD#:112697) HOLBROOK, NY
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11/28/2008 - 10/11/2024 AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (CRD#:18487) STERLING HEIGHTS, MI
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01/19/2017 - 03/27/2018 PROFESSIONAL PLANNING SERVICES (CRD#:152702) Sterling Heights, MI
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12/01/2016 - 01/12/2017 AMERICAN PORTFOLIOS ADVISORS, INC (CRD#:112697) HOLBROOK, NY
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03/31/2003 - 11/28/2008 BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CRD#:13609) STERLING HEIGHTS, MI
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04/19/2002 - 03/31/2003 CONTINENTAL CAPITAL INVESTMENT SERVICES, INC. (CRD#:2864) BRYAN, OH
B
09/27/1995 - 04/25/2002 AMERICAN EXPRESS FINANCIAL ADVISORS INC. (CRD#:6363) MINNEAPOLIS, MN
B
09/27/1995 - 04/25/2002 IDS LIFE INSURANCE COMPANY (CRD#:6321) MINNEAPOLIS, MN
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Broker
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Investment Adviser
Disclosures
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