Donn L Rutledge

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

• 10/2013 → 03/2018
  Sii Investments
  Appleton, WI
• 07/2018 → Present
  Securities America, Inc.
  De Pere, WI
• 07/2018 → Present
  Securities America Advisors
  De Pere, WI
• 03/2018 → 07/2018
  Unemployed
  Green Bay, WI
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Previous Registrations

• 2018-08-02 → 2024-06-14
  Securities America Advisors, Inc.
  Appleton, WI
  De Pere, WI
• 2013-10-21 → 2018-03-19
  Sii Investments, Inc.
  Appleton, WI
• 2013-10-21 → 2018-03-19
  Investment Centers Of America, Inc.
  Appleton, WI
• 2009-06-01 → 2012-11-01
  Morgan Stanley
  Green Bay, WI
• 2005-08-23 → 2009-06-01
  Citigroup Global Markets Inc.
  Green Bay, WI
  Rhinelander, WI
  Green Bay, WI
  Green Bay, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-07-07
• S63 Uniform Securities Agent State Law Examination
  1998-05-29

Other Names

• Donn Lawrence Rutledge