Adviser and broker representative · Osaic Wealth, Inc.
Grant E. Tolman
CRD 3243061 · Overland Park, KS
At a glance
Grant E. Tolman is an investment adviser representative with Osaic Wealth, Inc. in Overland Park, KS, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Grant’s SEC record dates to 2008, about 18 years ago. Grant is also registered as a broker representative.
Current advisory firm
- Osaic Wealth, Inc.Since November 2018Overland Park, KS · $235B in regulatory assets
SEC adviser record
- Registered since
- 2008 (18 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Grant’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Osaic Wealth, Inc.
- Katherine B. BadertscherOverland Park · Certified Financial Planner
- Pierre A. BadertscherOverland Park
- Dean J. CallisonOverland Park · Certified Financial Planner
- Thomas H. CliftonOverland Park
- Charles C. Dierks IIOverland Park
- Ted R. EmersonOverland Park
- Mark L. GlassOverland Park
- Samuel A. GlassOverland Park
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