Tad Charles Raudman

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

• 08/2015 → 05/2018
  Morgan Stanley
  Redding, CA
• 10/2015 → 05/2018
  Morgan Stanley Private Bank, National Association
  Redding, CA
• 05/2018 → 11/2020
  Jp Morgan Chase Bank, N.A.
  Redding, CA
• 05/2018 → 11/2020
  Jp Morgan Securities, Llc
  Redding, CA
• 11/2020 → 01/2025
  Lincoln Financial Advisors Corporation
  Redding, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Redding, CA

Previous Registrations

• 2020-11-02 → 2025-01-24
  Osaic Fa, Inc.
  Redding, CA
  Sacramento, CA
• 2018-06-04 → 2020-11-10
  J.P. Morgan Securities Llc
  Redding, CA
• 2015-10-22 → 2018-05-30
  Morgan Stanley
  Redding, CA

Other Businesses

1) TAD RAUDMAN 448 RED CLIFF DRIVE, SUITE 124 REDDING, CA 96002 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFER AND SERVICE FIXED INSURANCE PRODUCTS INCLUDING FIXED ANNUITIES, ACCIDENT, HEALTH, DISABILITY, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE. START DATE: 11/01/2020 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 2

Exams

• S66 Uniform Combined State Law Examination
  2015-10-22

Other Names

• Tad Raudman