Erin Renee Myers

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

• 01/2016 → 09/2023
  Sagepoint Financial, Inc
  Plano, TX
• 09/2023 → Present
  Osaic Wealth, Inc.
  Gunter, TX

Previous Registrations

• 2016-01-28 → 2023-09-01
  Osaic Services, Inc.
  Frisco, TX
  Midlothian, TX
  Frisco, TX
  Colleyville, TX
  Gunter, TX
• 2015-10-07 → 2016-02-16
  Cambridge Investment Research Advisors, Inc.
  Addison, TX

Other Businesses

1. NOTARY PUBLIC POSITION: Notary Public NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/21/2014 ADDRESS: 1871 Bledsoe Rd, Gunter TX 75058, United States DESCRIPTION: I am available as a Notary Public, when a client or friend needs one. 2. MVP TAX & FINANCIAL SERVICES LLC POSITION: Member/Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2016 ADDRESS: 1871 Bledsoe Rd, Gunter TX 75058, United States DESCRIPTION: This is an LLC that is for the purpose of paying payroll and tax reporting. 3. MVP TAX & FINANCIAL SERVICES POSITION: Member/Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2016 ADDRESS: 1871 Bledsoe Rd, Gunter TX 75058, United States DESCRIPTION: I charge fees for the following activities: Income Tax Preparation and Planning, Bookkeeping, Budgeting, scanning personal documents. This is also my DBA for Securities related business. 4. My Lame Honey Ranch LLC POSITION: Member NATURE: LLC - S Corp INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 1871 Bledsoe Rd. Gunter, TX 75058 DESCRIPTION: Bee-keeping for the production of honey. 5. GRUMPS FAMILY VENTURES LLC POSITION: Partner NATURE: LLC - treated as a Partnership INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 1 START DATE: 10/21/2024 ADDRESS: 1871 Bledsoe Rd, Gunter TX 75058, United States DESCRIPTION: Just an investor - no active participation Update: the other partners are my 3 daughters and both of my sisters. They do all have an investment account with me. There are no non related partners.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-10-02
• S63 Uniform Securities Agent State Law Examination
  2002-09-03

Other Names

• Erin Renee Deverell