Rachel Sears

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 → 11/2018
  Kpmg Llp
  Norfolk, VA
• 09/2018 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 09/2018 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Virginia Beach, VA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Virginia Beach, VA

Previous Registrations

• 2019-03-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  Virginia Beach, VA
• 2019-01-15 → 2019-03-01
  Questar Asset Management, Inc.
  Virginia Beach, VA
  Minneapolis, MN

Other Businesses

1) SEARS GROUP, INC. POSITION: Registered Representative NATURE: Sears Group, Inc. is a DBA for advisory business under the Osaic corporate IA for securities and fixed insurance business INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 160 START DATE: 11/01/2018 ADDRESS: 2832 South Lynnhaven Rd, Suite 101, Virginia Beach VA 23452, United States DESCRIPTION: business owner, registered representative role and will be servicing clients. 2) INSURANCE POSITION: Agent NATURE: Sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 03/01/2019 ADDRESS: 249 Central Park Ave, Suite 300-47, Virginia Beach VA 23462, United States DESCRIPTION: Identify where insurance policies fit into client's financial goals, identify proper policies to meet those goals and assist clients in application. 3) INSURANCE AGENT POSITION: Insurance Agent NATURE: Insurance Agent INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2021 ADDRESS: 2832 South Lynnhaven Rd, Suite 101, Virginia Beach VA 23452, United States DESCRIPTION: Life Insurance, Long term care and annuities

Exams

• S66 Uniform Combined State Law Examination
  2019-01-15