Gregory Alexander Rustad

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

• 07/2002 → Present
  Greg Rustad
  Westlake, OH
• 01/2009 → 06/2024
  Securities America, Inc.
  Westlake, OH
• 01/2009 → 06/2024
  Securities America Advisors, Inc.
  Lavista, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Westlake, OH

Previous Registrations

• 2009-01-23 → 2024-06-14
  Securities America Advisors, Inc.
  Westlake, OH
• 2004-01-12 → 2009-01-23
  Brecek & Young Advisors, Inc.
  Folsom, CA
  Westlake, OH
  Westlake, OH

Other Businesses

***RUSTAD FINANCIAL LLC FINANCIAL SERVICES MANAGER 50% TIME SPENT ***RUSTAD FINANCIAL LLC POSITION: President NATURE: INSURANCE SALES - AGENT INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 06/01/2002 ADDRESS: 31761 Tradewinds Dr, Avon Lake OH 44012 DESCRIPTION: As part of my job as a financial planner, clients have needs in the insurance space. I sell most term insurance to clients and a few fixed annuities to clients that are fearful of having their money in the stock market

Exams

• S66 Uniform Combined State Law Examination
  2007-07-20
• S63 Uniform Securities Agent State Law Examination
  2007-02-12