Cory Todd Schmelzer

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

• 01/2009 → 09/2023
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 02/2011 → Present
  San Diego Wealth Management, Llc (155876)
  San Diego, CA
• 09/2023 → Present
  Osaic Wealth, Inc.
  San Diego, CA

Previous Registrations

• 2005-10-31 → 2023-09-01
  Osaic Services, Inc.
  San Diego, CA
• 2011-04-06 → 2021-09-01
  San Diego Wealth Management, Llc
  San Diego, CA
• 2004-01-21 → 2005-10-31
  Sunamerica Securities, Inc.
  La Jolla, CA
• 2003-07-01 → 2004-01-29
  Wells Fargo Clearing Services, Llc
  San Diego, CA
• 1997-07-08 → 2003-07-01
  Prudential Equity Group, Llc
  San Diego, CA

Other Businesses

1) PACIFIC ALLIANCE ADVISORS, LLC; NOT INVESTMENT RELATED; P O BOX 8188 LA JOLLA CA 92038; OWNER/REALTOR/PROPERTY MANAGER; JANUARY 2004; 5 HRS/MTH; 0 HRS DURING TRADING; REALTY SALES, PROPERTY MANAGEMENT SERVICES. 2) PACIFIC ALLIANCE ADVISORS, LLC (REAL ESTATE) POSITION: Owner - NATURE: Limited Liability Company - INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/26/2002 ADDRESS: PO Box 8188, La Jolla CA 92038, United States. ; DESCRIPTION: Help consumers buy and sell real estate as well as Rent my home/guest home on Airbnb/VRBO/Etc 3) AIRBNB/VRBO/ETC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 07/01/2017 ADDRESS: 9043 Harmony Grove Road, Escondido CA 92029, United States DESCRIPTION: Manage bookings of my home and guest home. 4) CLEARLAKE PROPERTIES, LLC POSITION: Owner - NATURE: Limited Liability Company - INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/02/2000 ADDRESS: 9043 Harmony Grove Road, Escondido CA 92029, United States; DESCRIPTION: Property Management 5) ALTA LA JOLLA HOA POSITION: Board Member - NATURE: Non-Profit - INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/13/1998 ADDRESS: 9043 Harmony Grove Road, Escondido CA 92029, United States; DESCRIPTION: Vote on matters affecting the Alta La Jolla HOA 6) CLEARSTONE PROPERITIES, LLC POSITION: Owner - NATURE: Limited Liability Company - INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/22/2004 ADDRESS: 9043 Harmony Grove Road, Escondido CA 92029, United States DESCRIPTION: Property Management 7) SAN DIEGO WEALTH MANAGEMENT, LLC DBA SAN DIEGO WEALTH POSITION: CEO NATURE: DBA/Marketing name for the SPF securities/RIA business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/11/2011 ADDRESS: 6390 Greenwich Drive, Ste. 230, San Diego CA 92122, United States DESCRIPTION: CEO, CIO, CFO, Investment Advisor, Financial Planner 8) IGNIMBRITE DOMUS, LLC POSITION: Manager NATURE: Holding Company INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2026 ADDRESS: PO Box 8188, La Jolla CA 92038, United States DESCRIPTION: Tax prep, accounting, business planning

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-08-05
• S63 Uniform Securities Agent State Law Examination
  1997-07-03

Designations

• Certified Financial Planner