Donald Raymond Bourgeois

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

• 01/2024 → Present
  Osaic Wealth, Inc.
  Meraux, LA
• 08/2005 → 01/2024
  Woodbury Financial Services
  Woodbury, MN
• 07/2003 → Present
  Guardian Life Insurance Company Of America
  Metairie, LA

Previous Registrations

• 2008-04-28 → 2024-01-19
  Woodbury Financial Services, Inc.
  Meraux, LA
  Metarie, LA
• 2003-12-19 → 2005-07-07
  Park Avenue Securities Llc
  Metairie, LA
• 2002-08-26 → 2003-06-23
  Msi Financial Services, Inc.
  Metairie, LA

Other Businesses

1) ST. BERNARD CITIZENS FOR ETHICAL GOVERNMENT; NONINV RELATED; 2104 LANDRY COURT MERAUX,LA 70075; LLC TO ENCOURAGE ETHICAL GOVERNMENT; PRESIDENT; 07/18/2011; 5HR/MON; 3HR/MON; PRESIDENT OF THE LLC. 2) ST. BERNARD PARISH GOVERNMENT POSITION: Executive Assistant to the President NATURE: Local Government INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 10/08/2012 ADDRESS: 8201 W. Judge Perez Drive, Chalmette LA 70043, United States DESCRIPTION: Advise the president on recovery related projects. Oversee FEMA related disaster recovery projects. Advise the president on the status of current and pending projects. 3) DONALD BOURGEOIS POSITION: Agent NATURE: Health insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 06/01/1996 ADDRESS: 2104 Landry Ct., Meraux LA 70075, United States DESCRIPTION: Insurance Sales

Exams

• S66 Uniform Combined State Law Examination
  2003-11-13
• S63 Uniform Securities Agent State Law Examination
  1998-03-26

Other Names

• Donny Bourgeois