Luann K Creager

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

• 01/2009 → Present
  Sagepoint Financial, Inc
  Tampa, FL
• 09/2023 → Present
  Osaic Wealth, Inc.
  Green Bank, WV

Previous Registrations

• 2017-08-16 → 2023-09-01
  Osaic Services, Inc.
  Green Bank, WV

Other Businesses

1. GOOD LIFE FINANCIAL, LLC POSITION: Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 08/01/2006 ADDRESS: 4954 Potomac Highlands Trail, Green Bank WV 24944, United States DESCRIPTION: Sale of Life and Health insurance products

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-06-08
• S63 Uniform Securities Agent State Law Examination
  2007-07-12

Other Names

• Luann Kay Higgins
• Luann Kay Mullennex