Marie Louise Cammack

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

• 10/2002 → Present
  Independent Capital Management, Inc.
  San Diego, CA
• 03/2007 → Present
  Icm Lending
  Capistrano Beach, CA
• 01/2009 → 09/2023
  Sagepoint Financial, Inc
  Huntington, CA
• 09/2023 → Present
  Osaic Wealth, Inc.
  Costa Mesa, CA

Previous Registrations

• 2021-06-23 → 2023-09-01
  Osaic Services, Inc.
  Huntington Beach, CA
  Costa Mesa, CA
  Phoenix, AZ
  Costa Mesa, CA
• 2006-09-29 → 2021-11-10
  Independent Capital Management
  San Diego, CA

Other Businesses

1. INSURANCE: INDEPENDENT CAPITAL MANAGEMENT, EMPLOYEE/AGENT, INVESTMENT RELATED, 1401 dove st, ste 430 newport beach ca 92660. I OFFER MY CLIENTS ASSET PROTECTION THROUGH VARIOUS TYPES OF INSURANCE WHEN APPROPRIATE; 2. ICM LENDING POSITION: Other - employee NATURE: Mortgage Brokerage - INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 01/01/2007 ADDRESS: 695 Town Center Drive #530, Costa Mesa CA 92626, United States DESCRIPTION: To originate refinance or purchase loans for clients who need help consolidating or lowering debt to reduce their overall interest cost and improve their cash flow for the betterment of their overall financial situation relative to their goals. 3. TRUST SERVICES: CITADEL LAW OFFICES, NON- INVESTMENT RELATED, 2372 MORSE AVENUE, IRVINE, CA 92614. AS A CERTIFIED PARALEGAL WITH CITADEL LAW OFFICES, I GATHER INITIAL ESTATE ANALYSIS INFORMATION TO FORWARD TO THE ATTORNEY WHO THEN PROVIDES TRUST SERVICES 4. INDEPENDENT CAPITAL MANAGEMENT- INSURANCE POSITION: Other - employee NATURE: Corporation^Insurance Agency - INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 11/01/2002 ADDRESS: 695 Town Center Drive #530, Costa Mesa CA 92626, United States DESCRIPTION: We offer our clients, who are also Osaic clients asset protection through various types of insurance when appropriate. 5. INDEPENDENT CAPITAL MANAGEMENT- DBA POSITION: Other - employee NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 8 START DATE: 01/01/2002 ADDRESS: 695 Town Center Drive #530, Costa Mesa CA 92626, United States DESCRIPTION: We use the DBA of Independent Capital Management for all our financial services offered, including OBA's. This is also disclosed on each relevant OBAQ with information regarding E&O and compensation for each activity. 6. MARIE CAMMACK SOLE PROPRIETOR POSITION: owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 80 START DATE: 11/22/2002 ADDRESS: 1401 Dove St #430, Newport Beach CA 92660, United States DESCRIPTION: Offering financial services to individuals and businesses. 7. SOCIETY FOR FINANCIAL AWARENESS POSITION: Member NATURE: I am a member of the Society for Financial Awareness, a national non-profit organization committed to ending financial illiteracy. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 02/27/2026 ADDRESS: 695 Town Center Drive, #530, Costa Mesa CA 92626, United States DESCRIPTION: Volunteer speaker conducting financial literacy workshops on behalf of the Society for Financial Awareness

Exams

• S66 Uniform Combined State Law Examination
  2003-07-07
• S63 Uniform Securities Agent State Law Examination
  2002-11-09