Gregg Gilman Rencher

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

• 01/2018 → Present
  Royal Alliance
  Jersey City, NJ
• 03/2003 → 01/2018
  Allstate Insurance Co
  Flemington, NJ

Previous Registrations

• 2017-02-01 → 2018-01-29
  Allstate Financial Advisors, Llc
  Flemington, NJ
• 2002-07-23 → 2003-03-24
  Msi Financial Services, Inc.
  Iselin, NJ

Other Businesses

1. Licensed Insurance Producer - Life, Health, P&C, Variable - not currently producing - maintaining licensing. Receive post termination commissions from previous employer book of business (insurance only). 2. GREGG RENCHER - ALLSTATE INSURANCE POSITION: Owner, Former Agent NATURE: Sole Proprietorship. Expect to establish LLC for 2018. Passive Income - post termination commissions from Allstate book of business. Paid for 10 years from termination date - 01/26/2018.Insurance licenses to be retained and active - no solicitation, sales, or servicing of policies. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/26/2018 ADDRESS: 27 Surrey Lane, Flemington NJ 08822, United States DESCRIPTION: Review weekly reportand funds received. 3. GREGG RENCHER - INSURANCE POSITION: Owner, Former Agent NATURE: Sole Proprietorship. Commissions from book of business. Fixed insurance business. Business to continue for 10 years from 01/26/2018. Insurance licenses to be retained and active. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/26/2018 ADDRESS: 27 Surrey Lane, Flemington NJ 08822, United States DESCRIPTION: Review policy retention, weekly report, commission tracking, and funds received. 4. GREGG RENCHER - CERTIFIED FINANCIAL PLANNER (CFP) POSITION: Regional Supervision Director NATURE: Corporation - Home Office Employee INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 01/29/2018 ADDRESS: 10 Exchange Place, Suite 1410, Jersey City NJ 07302, United States DESCRIPTION: Supporting financial planning efforts of firm's advisors. Internal processing, facilitation of compliance approval and planning efforts. 5. POWER OF ATTORNEY - MOTHER POSITION: POA NATURE: None - individual INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/24/2021 ADDRESS: 27 Surrey Lane, Flemington NJ 08822, United States DESCRIPTION: Power of Attorney for elderly mother. If needed, in time of absence or incapacity, oversight of assets, expenses, and financial matters. 6. HOA BOARD MEMBER POSITION: Board Member NATURE: Non-Profit: Home Owner's Association. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 10/15/2021 ADDRESS: 56 Dayton Road, Flemington NJ 08822, United States DESCRIPTION: Representative member of home owners in common space usage, facility maintenance, and association management. Outside property management firm handles day to day and all community funds. HOA website carriagegatehoa.com - homeowner access via login - maintained by management firm.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-12-13
• S63 Uniform Securities Agent State Law Examination
  1996-11-22

Designations

• Certified Financial Planner