Amanda Hadley Harrelson

Employer firm

Osaic Advisory Services, LLC CRD 171070

$15.5B regulatory AUM 170 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

• 05/2005 → 09/2016
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 08/2005 → 09/2016
  Northwestern Mutual Investment Services, Llc
  Montgomery, AR
• 01/2016 → 09/2016
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 03/2017 → 10/2019
  Summit Brokerage Services, Inc.
  Auburn, AL
• 03/2017 → 10/2019
  Summit Financial Group Inc
  Auburn, AL
• 09/2016 → 03/2017
  Unemployed
  Auburn, AL
• 08/2007 → Present
  Auburn University
  Auburn, AL
• 09/2019 → 10/2019
  Cetera Advisor Networks Llc
  Auburn, AL
• 10/2019 → 06/2024
  Securities America, Inc.
  Auburn, AL
• 10/2019 → 11/2024
  Arbor Point Advisors
  Auburn, AL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Auburn, AL
• 11/2024 → Present
  Osaic Advisory Services, Llc
  Atlanta, GA

Previous Registrations

• 2019-10-24 → 2024-11-08
  Arbor Point Advisors
  Auburn, AL
• 2017-03-08 → 2019-10-24
  Summit Financial Group Inc
  Auburn, AL
• 2011-01-03 → 2016-09-21
  Northwestern Mutual Investment Services, Llc
  Opelika, AL
  Auburn, AL

Other Businesses

AMANDA HARRELSON POSITION: Not Active NATURE: Servicing & Renewals INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2005 ADDRESS: 1586 Marie Loop, Auburn AL 36830, United States DESCRIPTION: Still receive compensation via renewals through policies sold between 2005-2013 AUBURN UNIVERSITY POSITION: Professor NATURE: Adjunct Professor INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 12 START DATE: 08/01/2007 ADDRESS: 405 W Magnolia Ave, Suite 303A, Auburn University AL 36849, United States DESCRIPTION: Teach 1-2 courses per semester ARBOR POINT POSITION: Assistant NATURE: Advisory Affiliation with Arbor Point INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/21/2019 ADDRESS: 1859 Ogletree Rd, Auburn AL 36830, United States DESCRIPTION: Assistant work

Exams

• S66 Uniform Combined State Law Examination
  2010-12-30
• S63 Uniform Securities Agent State Law Examination
  2005-11-16

Designations

• Chartered Financial Consultant

Other Names

• Amanda Christine Hadley
• Amanda C Hadley Harrelson