Robert Lyle Ostenberg

Current Employers

Employment History

• 11/2005 → 07/2020
  Sgc Financial & Insurance Services
  San Mateo, CA
• 11/2005 → 07/2020
  Minnesota Life Insurance Company
  St. Paul, MN
• 08/2020 → Present
  Lpl Financial, Llc
  Campbell, CA
• 11/2005 → 08/2020
  Securian Financial Services Inc
  St. Paul, MN

Previous Registrations

• 2007-08-15 → 2020-09-04
  Securian Financial Services, Inc.
  San Mateo, CA
  Campbell, CA
  Los Gatos, CA

Other Businesses

1) 08/19/2020 - Started: 1/2011 - Robert Ostenberg - Real Estate Rental - Investment Related - Campbell CA 95008 2) 08/19/2020 - Started: 1/2011 - DBA for LPL Business (entity for LPL business) - SGC Financial & Insurance Services - Investment Related - Campbell, CA 95008 3) 08/19/2020 - Retirement Planning Classes - FMT - Campbell, CA 95008 4) 6/9/2021 - Robert Ostenberg - Investment Related - Penn Valley, CA 95946 - Real Estate Rental - Start Date: 8/18/2020 - 1 Hours Per Month/0 Hours During Securities Trading - Rental Property. 5) 6/9/2021 - Robert Ostenberg - Investment Related - Lodi, CA - Real Estate Rental - Start Date: 8/18/2020 - 1 Hours Per Month/0 Hours During Securities Trading - Rental Property. 6) 01/06/2022 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 01/03/2022 - 7 Hours Per Month/ 0 Hours During Trading 7) 1/7/2022 - No Business Name - Investment Related - Monterey, CA 93940 - Real Estate Rental - Started 01/03/2022 - 1 Hour Per Month/0 Hours During Securities Trading - Rental in Monterey California that has two units. 8) 03/23/2022 - SageCrest Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 03/22/2022 - 160 Hours Per Month/40 Hours During Securities Trading. 9) 02/27/2024 - Ostenberg Financial Team - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2024 - 0 Hours Per Month/ 0 Hours During Trading 10) 10/16/2024 - Real Estate Rental - Owner - Investment Related - Seaside, CA - Start Date 10/14/2024 - 2 Hours Per Month/ 1 Hour During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-07-30
• S63 Uniform Securities Agent State Law Examination
  1999-12-03