David Wayne Lefever

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

• 10/2002 → 01/2024
  Woodbury Financial Services
  Oakdale, MN
• 01/2024 → Present
  Osaic Wealth, Inc.
  Greensboro, NC

Previous Registrations

• 2004-11-08 → 2024-01-19
  Woodbury Financial Services, Inc.
  Greensboro, NC
  Greensboro, NC
  Greensboro, NC
  Greensboro, NC
  Greensboro, NC
  Oakdale, MN

Other Businesses

1) LEFEVER PROPERTIES, LOCATED IN KERNERSVILLE, NC; INV RELATED: NO; MAILING ADDRESS: 4605 DUNDAS DRIVE, SUITE C GREENSBORO, NC 27407; OWNER; 1 HR/MTH; 1HR/MO; OWN AND LEASE A COMMERCIAL WAREHOUSE. 2) LEFEVER FINANCIAL POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2002 ADDRESS: 5575 Garden Village Way, Ste. C102, Greensboro NC 27407, United States DESCRIPTION: Non-securities insurance sales 3) LEFEVER HOLDINGS POSITION: owner NATURE: Real estate holdings INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2000 ADDRESS: 5575 Garden Village Way Ste c102, Greensboro NC 27410, United States DESCRIPTION: Screen tenants and receives payments

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-10-18
• S63 Uniform Securities Agent State Law Examination
  2002-02-05

Other Names

• David Wayne Leffever