Lawrence Edward Lonski

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

• 07/2009 → 02/2019
  Independent Financial Group
  San Diego, CA
• 02/2019 → 01/2024
  Woodbury Financial Services Inc
  Wilton, CA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Wilton, CA

Previous Registrations

• 2019-02-19 → 2024-01-19
  Woodbury Financial Services, Inc.
  Wilton, CA
  Oakdale, MN
  Wilton, CA
• 2009-07-21 → 2019-03-01
  Independent Financial Group, Llc
  Wilton, CA
  Sacramento, CA
• 2008-08-13 → 2009-07-30
  Cetera Wealth Services, Llc
  Rancho Cordova, CA
  Wilton, CA
• 1999-01-11 → 2008-08-13
  Pension Planners Securities, Inc.
  Wilton, CA
  Sacramento, CA
  Sacramento, CA

Other Businesses

1) LAWRENCE LONSKI POSITION: owner NATURE: Lawrence Lonski as independent insurance agents for Life and Fixed annuity sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/1996 ADDRESS: 11918 Green Rd, Wilton CA 95693, United States DESCRIPTION: Occasional life insurance sales and servicing of existing fixed and fixed indexed annuities. 2) L.LONSKI INC POSITION: president NATURE: Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2000 ADDRESS: 11918 Green Rd., Wilton CA 95693, United States DESCRIPTION: owner of rental home 3) LONSKI PET RESCUE POSITION: President NATURE: Non Profit Corp INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2017 ADDRESS: 11918 green rd, Wilton CA 95693, United States DESCRIPTION: Non profit established to rescue animals including hybrid wolf dogs and help find homes for homeless or neglected cats. 4) L.LONSKI FINANCIAL STRATEGIES POSITION: Owner NATURE: This is the DBA for L. Lonski Inc. which we have created to market my securities business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 11/30/2020 ADDRESS: 11918 Green Rd, Wilton CA 95693, United States DESCRIPTION: Financial Advisor with securities and advisory services cleared through Woodbury Financial Services. 5) L.LONSKI INC POSITION: president NATURE: Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 06/01/2000 ADDRESS: 11918 Green rd, Wilton CA 95693, United States DESCRIPTION: LLonski Incis my corporation which owns the DBA LLonski Financial Strategies to marketmy business as an advisor. 6) LARRY LONSKI (RENTAL 1) POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2003 ADDRESS: 34 Suntrail Circle, Sacramento CA 95823, United States DESCRIPTION: Rental Property - OwnerProperty is managed by a professional property management company. This activity does not require very much of my time. 7) LARRY LONSKI (RENTAL 2) POSITION: Owner NATURE: Sole Prop INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2003 ADDRESS: 9000 Meadowspring DR, Elk Grove CA 95758, United States DESCRIPTION: Rental Property managed by professional property manager.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-22
• S63 Uniform Securities Agent State Law Examination
  1993-10-15

Other Names

• Larry Lonski