Emiliano Alonso

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

• 08/2016 → 02/2018
  Sii Investments
  Lake Oswego, OR
• 02/2018 → 09/2020
  Lpl Financial Llc
  Lake Oswego, OR
• 09/2020 → 09/2023
  Sagepoint Financial, Inc.
  Lake Oswego, OR
• 09/2023 → Present
  Osaic Wealth, Inc.
  Lake Oswego, OR

Previous Registrations

• 2020-09-01 → 2023-09-01
  Osaic Services, Inc.
  Lake Oswego, OR
• 2018-02-14 → 2020-09-11
  Lpl Financial Llc
  Lake Oswego, OR
• 2016-08-11 → 2018-02-16
  Sii Investments, Inc.
  Lake Oswego, OR
  Appleton, WI
• 2013-05-06 → 2016-08-22
  Osaic Services, Inc.
  Portland, OR
• 2011-07-18 → 2016-06-20
  Scheller Financial Services
  Portland, OR
• 2008-09-02 → 2011-05-31
  Paulson Investment Company Llc
  Portland, OR
• 2005-08-05 → 2008-09-04
  Ameriprise Advisor Services, Inc.
  Ft. Worth, TX
  Dallas, TX
  Richardson, TX
• 2002-05-15 → 2005-08-01
  Stifel, Nicolaus & Company, Incorporated
  Southlake, TX

Other Businesses

1. PEARSON FINANCIAL GROUP, DBA ONLY POSITION: Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/01/2016 ADDRESS: 3 Centerpointe Drive, Suite 200, Lake Oswego OR 97035, United States DESCRIPTION: Review life insurance and long term care insurance needs for clients. Make recommendations and write policies for life insurance and long term care insurance, as a registered rep of Pearson Financial, DBA with SagePoint as broker dealer.

Exams

• S66 Uniform Combined State Law Examination
  1998-06-23