Matthew J Drehs

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

• 02/2012 → 12/2016
  H.D. Vest Investment Services
  Rolling Hills Estates, CA
• 02/2012 → 12/2016
  H.D. Vest Advisory Services
  Rolling Hills Estates, CA
• 12/2016 → 09/2023
  Sagepoint Financial, Inc.
  Torrance, CA
• 12/2016 → Present
  Legacy Financial Group
  Torrance, CA
• 09/2023 → Present
  Osaic Wealth, Inc.
  Torrance, CA

Previous Registrations

• 2012-02-07 → 2016-12-23
  Avantax Advisory Services
  Torrance, CA
• 2008-12-15 → 2012-02-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rolling Hills Estates, CA
• 2003-09-29 → 2008-12-18
  Citigroup Global Markets Inc.
  Rolling Hills Estates, CA
  Rolling Hills, CA

Other Businesses

1) FIRST EVANGELICAL LUTHERAN CHURCH OF TORRANCE, CALIFORNIA POSITION: Chairman of the Finance Board/President NATURE: 501(c)(3) Corporation Non-Profit Religious Organization INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2014 ADDRESS: 2900 W. Carson St, Torrance CA 90503, United States DESCRIPTION: This is an unpaid volunteer position for a religious organization. The duties of the President shall be to preside at meetings of the congregation, the Congregation Council, and the Executive Board. The President shall be the chairperson of the Congregation Council and preside at all its meetings. Also as the Chairperson of the Finance Board shall preside at all Finance Board meetings. 2) CARDINAL CROSSROADS, LLC POSITION: Member NATURE: LLCI own and manage rental property for myself. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/23/2019 ADDRESS: 4723 Newton St, Torrance CA 90505, United States DESCRIPTION: I own and manage a rental property for myself. 3) MATTHEW DREHS POSITION: Notary Public NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/08/2013 ADDRESS: 19191 S Vermont Ave, Suite 100, Torrance CA 90502, United States DESCRIPTION: I notarize documents for clients as needed. 4) LEGACY FINANCIAL GROUP, LLC POSITION: Financial Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 12/12/2016 ADDRESS: 19191 S Vermont Ave, Suite 100, Torrance CA 90502, United States DESCRIPTION: Meet with clients and give investment advice. 5) TRUSTEE AND POWER OF ATTORNEY POSITION: Trustee and Power of Attorney NATURE: n/a INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/24/2023 ADDRESS: 4723 Newton St, Torrance CA 90505, United States DESCRIPTION: I am the Power of Attorney (health and financial) and Trustee for my aunt and uncle. 6) TRUSTEE POSITION: Trustee NATURE: n/a INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/29/2023 ADDRESS: 4723 Newton St, Torrance CA 90505, United States DESCRIPTION: I am the Co-Trustee of my sister's irrevocable trust.

Exams

• S66 Uniform Combined State Law Examination
  2003-09-13