Cale Olbert

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

• 08/2016 → 10/2016
  Icc
  Lynnfield, MA
• 06/2016 → 08/2023
  Cameron Financial
  Oklahoma City, OK
• 08/2015 → 06/2017
  Texas Tech
  Lubbock, TX
• 06/2017 → 08/2023
  Cetera Advisors Llc
  Denver, CO
• 08/2023 → 11/2023
  Lpl Financial Llc
  Oklahoma City, OK
• 08/2023 → 11/2023
  Weokie Financial Group
  Oklahoma City, OK
• 11/2023 → 01/2024
  Woodbury Financial Services Inc
  Oklahoma City, OK
• 01/2024 → Present
  Osaic Wealth, Inc.
  Oklahoma City, OK

Previous Registrations

• 2023-11-27 → 2024-01-19
  Woodbury Financial Services, Inc.
  Oklahoma City, OK
• 2023-08-11 → 2023-12-06
  Lpl Financial Llc
  Oklahoma City, OK
  San Diego, CA
  Oklahoma City, OK
• 2017-08-16 → 2023-08-01
  Cetera Advisors Llc
  Oklahoma City, OK

Other Businesses

1. 1- 08/2023 / Weokie Financial Group / DBA for LPL Business (entity for LPL business) / Investment Related 2 - New Frontier Realty LLC / Rental Real Estate / Number of hours per month: 3 3. ETERNAL WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/27/2023 ADDRESS: 5600 North May Ave, Oklahoma City OK 73112, United States DESCRIPTION: Financial advisor for clients. 4. BLOOD CANCER UNITED POSITION: Regional Executive Committee Member NATURE: I am part of the regional executive committee; our primary focus is on fundraising for the organization. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2026 ADDRESS: 500 N Broadway Avenue, Suite 250, Oklahoma City OK 73102, United States DESCRIPTION: I am a member of the Oklahoma City region, executive committee. We meet once a month to discuss fundraising for Blood Cancer United and planning for the annual fundraising event. 5. INVESTMENT COMMITTEE CO-CHAIR FOR YWCA OKC AND BOARD MEMBER POSITION: Co-Chair and Board Member NATURE: This is a non-profit organization that I am a board member of and I also Co-Chair the organization's investment committee. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2025 ADDRESS: 1400 I Street NW, Suite 325, Washington, DC 20005, United States DESCRIPTION: The investment committee overseas the advisor group managing the funds. We do not make any recommendations for investments.

Exams

• S66 Uniform Combined State Law Examination
  2017-08-14

Designations

• Certified Financial Planner