David Paul Launder

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

• 01/2002 → 06/2020
  Baker & Launder Financial Services Llc
  Monona, WI
• 01/1989 → 06/2020
  Baker & Launder S.C.
  Monona, WI
• 12/2005 → 01/2024
  Woodbury Financial Services, Inc.
  Monona, WI
• 07/2020 → Present
  Dl Financial Services, Llc
  Madison, WI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Madison, WI

Previous Registrations

• 2005-12-16 → 2024-01-19
  Woodbury Financial Services, Inc.
  Verona, WI
  Monona, WI
  Madison, WI

Other Businesses

1. DL FINANCIAL SERVICES, LLC POSITION: Owner NATURE: Tax preparation and Accounting services INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 07/01/2020 ADDRESS: 9701 Brader Way Suite 102, Madison WI 53562, United States DESCRIPTION: Tax Preparation

Exams

• S66 Uniform Combined State Law Examination
  2007-01-24
• S63 Uniform Securities Agent State Law Examination
  1992-05-19

Designations

• Certified Financial Planner