Edward Charles Bettner

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

• 08/2014 → 11/2018
  Sii
  Columbus, OH
• 11/2018 → Present
  Royal Alliance Associates, Inc.
  Dayton, OH

Previous Registrations

• 2014-08-22 → 2018-11-02
  Signator Investors, Inc.
  Columbus, OH
  Kettering, OH
  Dayton, OH
• 2011-12-05 → 2014-08-29
  Ameriprise Financial Services, Llc
  Miamisburg, OH
  Cincinnati, OH
• 2007-03-26 → 2011-12-05
  Edward Jones
  Glendale, OH

Other Businesses

1. SIGNATURE FINANCIAL GROUP, LLC POSITION: AGENT NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 30 START DATE: 11/05/2014 ADDRESS: 445 Hutchinson Ave, Suite 800, Columbus OH 43235, United States DESCRIPTION: Sales/Marketing of fixed annuities and non-variable insurance. 2. SIGNATURE FINANCIAL GROUP, LLC POSITION: I conduct investment and insurance business under this business name. NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/10/2014 ADDRESS: 445 Hutchinson Ave, Suite 800, Columbus OH 43235, United States DESCRIPTION: Sales/marketing of securities,advisoryand insurance products.

Exams

• S66 Uniform Combined State Law Examination
  2007-05-24
• S63 Uniform Securities Agent State Law Examination
  2002-07-12