Landon L Lawrence

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

• 08/2018 → Present
  Lawrence Cattle
  Provo, UT
• 08/2018 → Present
  Lawrence Wealth Management
  Provo, UT
• 08/2018 → Present
  Brigham Young University
  Provo, UT
• 06/2016 → 07/2018
  Church Of Jesus Christ Of Latter Day Saints
  Taipei
• 01/2010 → Present
  Alpine School District
  Orem, UT
• 06/2020 → 09/2023
  Sagepoint Financial, Inc.
  Provo, UT
• 09/2023 → Present
  Osaic Wealth, Inc.
  Provo, UT

Previous Registrations

• 2020-11-23 → 2023-09-01
  Osaic Services, Inc.
  Provo, UT

Other Businesses

1. I am an Employee of a family owned Ranch, Church and Lawrence Cattle. It is not investment related, located in Toelle county, Utah. It is a cattle operation and I have been in charge of a small crew responsible for the upkeep of the land and the well being of the cattle. Started in July of 2016. I currently spend less than 10 hours a month on this job and is generally paper and HR related activities. 2. COOKIE MIJOS POSITION: Silent Partner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2022 ADDRESS: 67 Peninsula Center, Rolling Hills Estates CA 90274, United States DESCRIPTION: No duties, just an upfront ownership purchase 3. LAWRENCE INVESTMENTS INC POSITION: Wealth Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 120 START DATE: 10/01/2018 ADDRESS: 3585 N university Ave, suite 275, Provo UT 84604, United States DESCRIPTION: Meet with Clients Clerical and HR work Research Investing 4. LLL 445 LLC POSITION: Owner NATURE: LLC, it is an entity which holds my rental home. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 5314 North River Run Drive, Suite 300, Provo UT 84604, United States DESCRIPTION: Make sure my tenant is happy. 5. LLL INVESTMENTS POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 09/01/2021 ADDRESS: 5314 North River Run Drive, Suite 300, Provo UT 84604, United States DESCRIPTION: This is my entity I run all of my expenses and payroll through.

Exams

• S66 Uniform Combined State Law Examination
  2020-11-19