Susan Therese Powers

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

• 01/2016 → 11/2022
  Valic Financial Advisors
  St. Louis, MO
• 11/2022 → 06/2023
  Royal Alliance Associates, Inc.
  Los Angeles, CA
• 06/2023 → Present
  Osaic Wealth, Inc.
  St. Louis, MO

Previous Registrations

• 2016-02-10 → 2022-10-14
  Valic Financial Advisors, Inc.
  Phoenix, AZ
  St. Louis, MO
• 2014-05-19 → 2015-12-03
  Lpl Financial Llc
  Town & Country, MO
• 2013-02-13 → 2014-05-27
  Raymond James & Associates, Inc.
  St Louis, MO
  Town And Country, MO
  Town & Country, MO
• 2009-04-06 → 2013-02-13
  Morgan Keegan & Company, Llc
  St. Louis, MO
  Town And Country, MO
• 2002-12-10 → 2005-11-07
  Banc Of America Investment Services, Inc.
  Chesterfield, MO

Other Businesses

1) ADULT AND TEEN CHALLENGE OF ST. LOUIS POSITION: Board Member NATURE: An alcohol and drug rehabilitation program. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2009 ADDRESS: 2650 Appletree Acres Lane, High Rise MO 63049, United States DESCRIPTION: Voting board member. 2) O'HALLORAN FAMILY LIMITED PARTNERSHIP POSITION: Limited Partner NATURE: Family Limited Partnership used as an investment holding company INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2003 ADDRESS: 3303 Beaver Avenue, Des Moines IA 50310, United States DESCRIPTION: Non participating minority owner 3) WEDGE ADVISORS, LLC POSITION: Registered Client Service Associate NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/20/2026 ADDRESS: 540 Maryville Centre Dr, Ste 325, St. Louis MO 63141, United States DESCRIPTION: Administrative duties: Schedule reviews, Account Opening, Deposits and Withdrawals, Account Updates 4) PATHMARK WEALTH ADVISORS POSITION: Registered Client Service Associate NATURE: Marketing name for Wedge Advisors, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/20/2026 ADDRESS: 540 Maryvile Centre Dr,, Ste 325, St. Louis MO 63141, United States DESCRIPTION: Administrative Duties: Account Opening, Account Maintenance, Schedule Reviews 5) WEST COUNTY ASSEMBLY OF GOD POSITION: Deacon NATURE: I was just elected to the Deacon Board of my Church INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 02/15/2026 ADDRESS: 13431 N Outer Forty Rd, Chesterfield MO 63017, United States DESCRIPTION: Deacon board member to run business of the Church.

Exams

• S66 Uniform Combined State Law Examination
  2009-04-03

Other Names

• Susie T O'HAlloran
• Susie T Powers
• Susan T O'HAlloran