Eric James Robert Nelson

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

• 10/2000 → Present
  Us Army Reserves
  Champaign-Urbana, IL
• 12/2010 → 01/2024
  Woodbury Financial Services, Inc
  Oak Brook, IL
• 12/2013 → Present
  The Pension Specialists
  Machesney Park, IL
• 01/2024 → Present
  Osaic Wealth, Inc.
  Burr Ridge, IL

Previous Registrations

• 2010-12-14 → 2024-01-19
  Woodbury Financial Services, Inc.
  Oakbrook Terrace, IL
  Burr Ridge, IL
• 2009-08-27 → 2010-01-21
  Msi Financial Services, Inc.
  San Diego, CA
  Carlsbad, CA
• 2007-10-15 → 2009-05-15
  Valic Financial Advisors, Inc.
  Peoria, IL

Other Businesses

1) ERIC NELSON; NON INV REL; 1801 S. MEYERS ROAD SUITE 150, OAKBROOK TERRACE IL 60181; SELL FIXED INSURANCE/FIXED ANNUITIES, NON SECURITES RELATED PRODUCTS; AGENT; START 8/1/2011; 20HR/MO; 20HR/MO DURING TRADING; SELL FIXED INSRUANCE FIXED ANNUITIES, NON SECURITIES RELATED PRODUCTS. 2) ERIC NELSON (1) POSITION: Condo Owner NATURE: I own a condo and rent it out. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2018 ADDRESS: 145 S. Teocalli Rd. Unit 2, Crested Butte CO 81224, United States DESCRIPTION: Pay monthly mortgage & HOA dues, collect rent from tenant. 3) E J N SOLUTIONS POSITION: Owner/President NATURE: E J N SOLUTIONS is an S Corporation, opened for my OBA arrangements to pay this S corporation. Purpose of this is strictly to improve tax-efficiency. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2014 ADDRESS: 401 S. FRONTAGE RD, SUITE A, BURR RIDGE IL 60527, United States DESCRIPTION: This S corporation has been created strictly for Tax Efficiency purposes for my OBAsprocessing life insurance with Producer Resourcesas well as assisting Woodbury Agent Ryan Koszut to pay my S corporation rather than me as an individual. 4) ERIC NELSON POSITION: Condo Owner NATURE: This is a condo that I own that I am renting out. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2018 ADDRESS: 241 Gillaspey Ave, Unit 2 & Unit 1, Crested Butte CO 81224, United States DESCRIPTION: I pay my mortgage & HOA dues each month and collect a rent check. 5) EJN SOLUTIONS POSITION: insurance processor NATURE: Assist Woodbury Agent Ryan Koszut as head of his Life Insurance Department in porcessing life insurance application to be submitted to various Woodbury life insurance channells. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/15/2015 ADDRESS: 401 S. Frontage Rd., Suite A, Burr Ridge IL 60527, United States DESCRIPTION: obtain fixed life insurance applications, fixed life insurance illustrations, coordinate paramed exams, order medical records, shop different life insurance carriers for best offer in assistance to Woodbury producer Ryan Koszut's practice.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-08-23
• S63 Uniform Securities Agent State Law Examination
  2007-06-12

Other Names

• Eric James Nelson