Darin Stadler Ruttenberg

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

• 05/2016 → 01/2020
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 05/2016 → 11/2019
  Suncoast Credit Union
  Tampa, FL
• 01/2020 → 03/2023
  Lpl Financial Llc
  Peachtree City, GA
• 01/2020 → 03/2023
  United Community Bank
  Peachtree City, GA
• 03/2023 → 01/2024
  Woodbury Financial Services Inc
  Senoia, GA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Senoia, GA

Previous Registrations

• 2023-03-06 → 2024-01-19
  Woodbury Financial Services, Inc.
  College Grove, TN
  Senoia, GA
  Senoia, GA
• 2020-01-07 → 2023-03-24
  Lpl Financial Llc
  Peachtree City, GA
  Stockbridge, GA
  Fayetteville, GA
• 2016-06-03 → 2020-01-07
  Cuna Brokerage Services, Inc.
  Tampa, FL
  Fort Myers, FL
  Port Charlotte, FL
  Lehigh Acres, FL
  West Fort Myers, FL
  Labelle, FL
  Fort Myers, FL
  Fort Myers, FL
• 2013-02-08 → 2016-05-13
  Wells Fargo Clearing Services, Llc
  Naples, FL
  Naples, FL
• 2012-11-06 → 2013-01-18
  J.P. Morgan Securities Llc
  Naples, FL
• 2010-11-29 → 2012-10-18
  Fifth Third Securities, Inc.
  Fort Myers, FL
  Fort Myers, FL
  Fort Myers, FL

Other Businesses

1. COACHING BASKETBALL POSITION: Assistant coach NATURE: Helping coach middle school boys' basketball at Trinity Christian School. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 10/10/2022 ADDRESS: 8817 GA-54, Sharpsburg GA 30277, United States DESCRIPTION: Assisting the head coach with the team. 2. LIFE INSURANCE & FIXED ANNUITIES POSITION: Financial Advisor NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 03/06/2023 ADDRESS: 205 Newberry Estates Xing, Senoia GA 30276, United States DESCRIPTION: Doing term and permanent life policies for clients that occur outside Woodbury platform.

Exams

• S66 Uniform Combined State Law Examination
  2010-11-22
• S63 Uniform Securities Agent State Law Examination
  2008-06-09

Other Names

• Darin Ruttenberg