Calen U Gondran

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

• 10/2011 → 01/2024
  Woodbury Financial Services, Inc
  New Iberia, LA
• 12/2008 → Present
  Insurance Sales
  New Iberia, LA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Youngsville, LA

Previous Registrations

• 2018-03-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  Youngsville, LA
  New Iberia, LA
  Mckinney, TX

Other Businesses

1. CALEN GONDRAN; NONINVT REL; 315 CANDLEGLOW DR, NEW IBERIA, LA 70563; HEALTH INSURANCE AND MEDICARE SUPPLEMENT SALES, AGENT; START 03/01/2008; 40 HRS/MO DURING TRADING; SALE OF INDIVIDUAL AND GROUP HEALTH INSURANCE. 2. GONDRAN FINANCIAL GROUP LLC POSITION: Managing Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 04/01/2015 ADDRESS: 109 Carriage Lakes Dr, Youngsville, LA 70592 DESCRIPTION: Individual and group health insurance sales. Individual fixed life sales. 3. GONDRAN FINANCIAL GROUP LLC POSITION: Managing Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 04/01/2015 ADDRESS: 106 Sears Dr, Lafayette, LA 70503 DESCRIPTION: Gondran Financial Group is our DBA name for all of the services we provide in the securities industry. 4. LEGACY MARITIME LLC POSITION: Managing Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/19/2018 ADDRESS: 1144 Lady of the Lake Road, St. Martinville, LA 70582 DESCRIPTION: Managing the interests of the LLC, including making key decisions and oversight of transactions.

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-09-20
• S65 Uniform Investment Adviser Law Examination
  2018-01-22