Edward Charles Rusnak

Current Employers

Employment History

• 06/2005 → 01/2025
  Lincoln Financial Advisors
  San Ramon, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  San Ramon, CA

Previous Registrations

• 2005-09-05 → 2025-01-24
  Osaic Fa, Inc.
  Point Richmond, CA
  San Ramon, CA
  San Ramon, CA
  San Ramon, CA
  Walnut Creek, CA

Other Businesses

1) NAME AND ADDRESS: ED RUSNAK, CLC INCORPORATED, 4170 DOUGLAS BOULEVARD, GRANITE BAY, CA 95746. CATEGORY: INSTRUCTOR. INVESTMENT-RELATED: NO. TITLE: INSTRUCTOR. DUTIES: PRESENT CLC-PREPARED, PERSONAL FINANCIAL EDUCATIONAL SEMINARS TO EMPLOYEES OF LOCAL EMPLOYERS AS PART OF THEIR EMPLOYEE ASSISTANCE PROGRAM. START DATE: 11/05/2009. HOURS PER MONTH: 2. HOURS PER MONTH DURING TRADING HOURS: 0 2) NAME AND ADDRESS: EDWARD C. RUSNAK, 3000 EXECUTIVE PARKWAY, SUITE 400 SAN RAMON, CA 94583. CATEGORY: INSURANCE. INVESTMENT-RELATED: YES. TITLE: AGENT. DUTIES: OFFERING TRADITIONAL LIFE INSURANCE, LONG TERM CARE, DISABILITY INCOME PRODUCTS, FIXED/EQUITY INDEXED ANNUITIES. START DATE: 02/20/2009. HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10. 3)EDWARD RUSNAK, 3000 EXECUTIVE PARKWAY,SUITE 400, SAN RAMON, CA 94583 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT&HEALTH INSURANCE, GROUP BENEFITS, DISABILITY INSURANCE, FIXED ANNUITIES, INDEXED ANNUITIES, LIFE SETTLEMENTS, LONG-TERM CARE INSURANCE, PREMIUM FINANCING AND TRADITIONAL LIFE INSURANCE START DATE: 10/17/2012 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 4) FARM LEGACY ADVISORS POSITION: One of the lead advisors NATURE: This is a joint effort between Martin Johnson, Ed Rusnak, Zach Sherin and Mark Sherin that originated when we werewith Lincoln. We filed an OBA at that time as well as a marketing name for approval, but it does not appear thoseapprovals came over to Osaic. We have filed a DBA in California to lock up the name, but we are not planning toestablish an unique entity. All revenue sharing is done on the respective applications. INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 80 START DATE: 02/15/2023 ADDRESS: 6101 Bollinger Canyon Road, Suite 225, San Ramon CA 94583, United States DESCRIPTION: Our duties are the same as in our individual practices. We engage in fee based planning, manage investments and sellinsurance products. We jointly market together and informally share expenses.

Exams

• S66 Uniform Combined State Law Examination
  2005-09-02