Norman Jessie Cone

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

• 01/2015 → 07/2017
  American United Life
  Shreveport, LA
• 07/2017 → 08/2019
  Cuna Mutual Group
  Waverly, IA
• 07/2017 → 08/2019
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 06/2020 → 09/2023
  Sagepoint Financial, Inc.
  Baton Rouge, LA
• 08/2019 → 06/2020
  Unemployed
  Shreveport, LA
• 09/2023 → Present
  Osaic Wealth, Inc.
  Shreveport, LA

Previous Registrations

• 2020-06-26 → 2023-09-01
  Osaic Services, Inc.
  Baton Rouge, LA
  Shreveport, LA
• 2017-08-14 → 2019-08-21
  Cuna Brokerage Services, Inc.
  Shreveport, LA
  Shreveport, LA
  Waverly, IA
  Bossier City, LA
  Bossier City, LA

Other Businesses

1. CONE CONSULTING POSITION: Consultant NATURE: I consult with the Louisiana Small Business Development Centeras a business consultant. I consult small business owners on the many resources available, in order to assist them in making their businesses as successful as possible. INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 25 START DATE: 07/15/2020 ADDRESS: 167 Chelsea Dr., Shreveport LA 71105, United States DESCRIPTION: Helping small business owners in Louisiana, with business plans, budgets, sales and marketing, networking, and other areas that nee improvement and guidance. 2. NORMAN J. CONE POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/15/2020 ADDRESS: 167 Chelsea Dr., Shreveport LA 71105, United States DESCRIPTION: Addressing the insurance needs of my clients, which includes long term care, fixed insurance and fixed annuities.

Other Names

• Norman Cone
• Norman Jessie Cone
• Norman Jessie Cone