Justin Scott Rutar

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

• 09/2006 → Present
  Linsco Private Ledger
  Plymouth, MN
• 08/2007 → 01/2024
  Woodbury Financial Services
  Minneapolis, MN
• 01/2024 → Present
  Osaic Wealth, Inc.
  Maple Grove, MN

Previous Registrations

• 2014-01-28 → 2024-01-19
  Woodbury Financial Services, Inc.
  Maple Grove, MN
  Minneapolis, MN
  Vadnais Heights, MN
  Maple Grove, MN

Other Businesses

1) RUTAR FINANCIAL SERVICES, LTD POSITION: Owner NATURE: S Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2016 ADDRESS: 7365 Kirkwood Court N, Suite 130, Maple Grove MN 55369, United States DESCRIPTION: S Corporation, established on advice from tax advisor, process payroll transactions 2) JUSTIN RUTAR POSITION: Independent Agent NATURE: Independent Insurance Agent. INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 09/01/2007 ADDRESS: 7365 Kirkwood Court N, Suite 130, Maple Grove MN 55369, United States DESCRIPTION: Offer fixed insurance products; life insurance, disability insurance, long term care insurance, and fixed annuities. 3) JUSTIN RUTAR POSITION: Landlord NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/10/2012 ADDRESS: 7527 12th St N, Oakdale MN 55128, United States DESCRIPTION: Landlord

Exams

• S66 Uniform Combined State Law Examination
  2003-02-24