Bonnie Birdseye Farrell

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

• 01/2025 → Present
  Osaic Wealth, Inc.
  Sacramento, CA
• 01/2001 → 01/2025
  Lincoln Financial Advisors Corp
  San Ramon, CA

Previous Registrations

• 2001-04-12 → 2025-01-24
  Osaic Fa, Inc.
  Fresno, CA
  Sacramento, CA

Other Businesses

1) BONNIE B. FARRELL 8880 CAL CENTER DR. #220 SACRAMENTO CA CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT AND HEALTH INSURANCE. START DATE: 1-1-09 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 2)BONNIE FARRELL, 8880 CAL CENTER DR. #220, SACRAMENTO, CA 95826 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS TRADITIONAL LIFE INSURANCE, AND FIXED ANNUITIES. START DATE:1/1/2009 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS:2 3) BONNIE B FARRELL, 8880 CAL CENTER DRIVE, SUITE 220, SACRAMENTO, CA 95826. CATEGORY: EQUITY INDEXED ANNUITIES INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING INDEXED ANNUITIES START DATE: 10/25/2010 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 2 4) BONNIE FARRELL 8880 CAL CENTER DR. STE. 220 SACRAMENTO, CA 95826 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFER AND SERVICE FIXED INSURANCE PRODUCTS SUCH AS DISABILITY, COMMISSION-BASED GROUP BENEFITS, AND TRADITIONAL LIFE INSURANCE. START DATE: 08/19/2019 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 5) BONNIE B. FARRELL CRPC POSITION: Agent NATURE: identify propose and sell long term care products to clients are appropriate INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 4 START DATE: 10/05/2005 ADDRESS: 8880 Cal Center Dr, #220, Sacramento CA 95826, United States DESCRIPTION: sell long term care products to clients as deemed appropriate; sales made thru Hyland or Crump usually

Exams

• S66 Uniform Combined State Law Examination
  2001-03-24

Other Names

• Bonnie Birdseye Caputo
• Bonnie Wallace Birdseye
• Bonnie Birdseye Fulghum