Elizabeth Ann Rodriguez

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

• 12/2022 → Present
  Homemaker
  Frederick, MD
• 03/2020 → 12/2022
  Full Time Student
  Frederick, MD
• 05/2019 → 02/2020
  Belleza Salon And Day Spa
  Frederick, MD
• 10/2016 → 04/2019
  John Edwards Salon And Day Spa
  Bellevue, NE
• 06/2016 → 10/2016
  Homemaker
  Bellevue, NE
• 03/2025 → Present
  Osaic Wealth Inc
  Hagerstown, MD

Other Businesses

1. ELIZABETH RODRIGUEZ - INSURANCE PRODUCER POSITION: Insurance Agent NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 01/05/2026 ADDRESS: 1413 Pennsylvania Ave, Hagerstown MD 21742, United States DESCRIPTION: Selling and service of fixed insurance products 2. COMPREHENSIVE FINANCIAL PLANNING GROUP POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 01/05/2026 ADDRESS: 1413 Pennsylvania Ave, Hagerstown MD 21742, United States DESCRIPTION: Help clients with investment portfolios.

Exams

• S66 Uniform Combined State Law Examination
  2025-08-29

Other Names

• Elizabeth Ann Beres
• Elizabeth Rodriguez