Rhys Joseph Takeshi Lendio

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

• 02/2019 → Present
  Resource Financial Planning, Inc.
  Portland, OR
• 09/2017 → 03/2021
  Portland Timbers
  Portland, OR
• 07/2017 → 05/2018
  Great Northwest Athletic Conference
  Portland, OR
• 08/2017 → 11/2017
  Linfield College
  Mcminnville, OR
• 09/2013 → 05/2017
  Linfield College
  Mcminnville, OR
• 01/2022 → 06/2023
  Royal Alliance Associates, Inc.
  Portland, OR
• 08/2013 → 05/2017
  Linfield College
  Mcminnville, OR
• 06/2023 → Present
  Osaic Wealth, Inc
  Portland, OR

Other Businesses

1.NOTARY PUBLIC - STATE OF OREGON POSITION: Notary Public NATURE: N/A INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/20/2021 ADDRESS: 10725 NE Gateway Place, Hillsboro OR 97006, United States DESCRIPTION: Provide notaryassistance / signature verification,for individuals in need of this service. 2. RESOURCE FINANCIAL PLANNING, INC. POSITION: Associate Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 02/18/2019 ADDRESS: 10300 SW Greenburg Rd Ste 200 1 Lincoln Ctr Portland OR 97223 DESCRIPTION: Generate income and retirement plans to assist clients with achieving long-term financial goals. Establish standard operational procedures to achieve efficient internal business and administrative processes. Assist clients with monetary requests and analyze overall financial portfolio(s) to determine optimal withdrawal strategies. Staying current with federal and state mandates to ensure consistent and accurate application of rules and regulations. Partner with an experienced financial advisor to gain experience assisting clients in achieving their financial goals. Analyze client taxable accounts for potential tax-loss harvesting opportunities. Review advisor-managed models quarterly and implement necessary fund changes. Process third-party rollover transactions. Monitor and rebalance accounts annually. Stay up-to-date with annual compliance and regulation duties Assist with processing client paperwork and administrative transactions. Scheduling client meetings 3. RESOURCE INSURANCE SERVICES, INC. POSITION: Agent/Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/19/2023 ADDRESS: 10300 SW Greenburg Rd Ste 200 1 Lincoln Ctr Portland OR 97223 DESCRIPTION: Advise clients on life insurance and open life insurance policies. Advise on fixed annuities and long-term care insurance, and open policies for clients. Associate of Resource Insurance Services, Inc. 4. HOA BOARD MEMBER POSITION: Secretary NATURE: Non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/07/2025 ADDRESS: 5550 S Macadam Ave Ste 210 Portland OR 97239 DESCRIPTION: Assist with Home Owner Association decision-making for the Villas at Autumn Creek Condominiums. Take meeting minutes as secretary. Regulate and enforce the rules of the HOA community. 5. 3RD DECADE POSITION: Volunteer Mentor NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2024 ADDRESS: 4729 E. Sunrise Dr., #331, Tucson AZ 85718, United States DESCRIPTION: I was matched with the 3rd Decade program through the Foundation for Financial Planning organization. If becoming a volunteer through this program, I am covered through the Foundation for Financial Planning's Errors & Omissions (E&O) Insurance. With 3rd Decade, I provide pro bono, non-paid financial advice and coaching to mentees through the program. Discuss items related to budgeting, employer sponsored retirement plans, brokerage accounts, savings accounts, insurance and general investment information. Meet with mentees on an annual basis over the course of a two-year span. Insurance and liability provided through the Foundation for Financial Planning. Found out about this program through the CFP Board website.

Exams

• S66 Uniform Combined State Law Examination
  2022-05-07