Gerald George Arnholt

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

• 01/2016 → 09/2016
  Edward Jones
  St. Louis, MO
• 11/2016 → 10/2017
  Nylife Securities Llc
  Milwaukee, WI
• 11/2016 → 10/2017
  New York Life Insurance Co
  Milwaukee, WI
• 09/2016 → 11/2016
  Unemployed
  Germantown, WI
• 10/2017 → 11/2018
  Sii
  Grand Rapids, MI
• 11/2018 → Present
  Royal Alliance Associates, Inc.
  Brookfield, WI

Previous Registrations

• 2017-10-16 → 2018-11-02
  Signator Investors, Inc.
  Brookfield, WI
  Grand Rapids, MI
• 2016-03-03 → 2016-09-21
  Edward Jones
  Germantown, WI
  Shorewood, WI
  Germantown, WI
  St Louis, MO

Other Businesses

1. Insurance Broker: Life, Annuities, LTC, DI, start 1/1/18, <10% per mo, approx 3 trading hrs...... 2. VANTAGEPOINTE FINANCIAL GROUP POSITION: AGENT, ETC NATURE: APPROPRIATE BUSINESS TYPE- SOLE PROPRIETOR INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 11/15/2017 ADDRESS: 13400 BISHOPS LANE SUITE 150, BROOKFIELD WI 53005, United States DESCRIPTION: SALES MARKETING OF FIXED ANNUITIES AND NON-VARIABLE INSURANCE 3. VANTAGEPOINTE FINANCIAL GROUP POSITION: TITLE TO BE LISTED ON BUSINESS CARD-IE REGISTERED REP/IAR NATURE: APPROPRIATE BUSINESS TYPE- LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/19/2017 ADDRESS: 13400 Bishops Lane Suite 150, Brookfield WI 53005, United States DESCRIPTION: SALE/MARKETING OF SECURITIES, INVESTMENTADVISORY AND INSURANCE PRODUCTS 4. SCIMITAR FOUNDATION, LLC POSITION: President NATURE: Charity organization 501 (c)3 The charity is for the revitalization and preservation for the Tripoli Shrine Center a near replica of the Taj Ma Hal. I am President of the organization INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 03/21/2012 ADDRESS: 3000 W. Wisconsin Ave, Milwaukee WI 53208, United States DESCRIPTION: President of organization and in charge of the building and fundraising with the board. 5. SHRINERS CHILDREN'S CHICAGO POSITION: Associate board member NATURE: I would be an associate board member of the Chicago Shriners Children's Chicago hospital. I do not have any voting rights and am allowed to attend monthly meetings to understand what is going on at the hospital and be able to report to my chapter in Milwaukee what is happening. There are no voting rights and allowed to attend break out committee meetings. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 01/02/2025 ADDRESS: 2211 N. Oak Park Ave, Chicago IL 60707, United States DESCRIPTION: Attend monthly board meetings, and report back to my local chapter of Shriners International happenings at this location. I would also work with fundraising and introducing potential donors to the hospital. 6. ROJ CT 101 POSITION: Impresario (secretary) NATURE: Men's Fraternal organization. There is no fundraising or charity of the organization. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/06/2025 ADDRESS: N108W14891 Hackberry Circle, Germantown WI 53022, United States DESCRIPTION: I will be the secretary for for the local chapter in Milwaukee. I will be keeping records of meetings and membership for the organization. This organization is a group of men that get together for dinner at local restaurants. 7. NOTARY POSITION: Notary NATURE: I am signing up to be a Notary in the State of Wisconsin. The state of Wisconsin does not allow you to charge more then $5 for the service and I will not be charging for the service. I do not anticipate this activity to take any time during normal business hours. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/27/2025 ADDRESS: N108W14891 Hackberry Circle, Germantown WI 53022, United States DESCRIPTION: Verify that signatures and those that are making them are the same people.

Exams

• S66 Uniform Combined State Law Examination
  2016-03-01

Other Names

• Gerald George Arnholt
• Gerald George Arnholt