Judy Lynn Copenbarger

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

• 08/2015 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 08/2015 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 03/2019 → Present
  Woodbury Financial Services, Inc.
  Newport Beach, CA
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Newport Beach, CA
• 03/2019 → Present
  Money Truth Strategic Planning
  Newport Beach, CA
• 08/2011 → Present
  Copenbarger Financial And Insurance Services, Inc.
  Newport Beach, CA
• 10/1985 → Present
  The Law Offices Of Larry G. Copernbarger
  Newport Beach, CA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Irvine, CA

Previous Registrations

• 2019-03-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  Irvine, CA
• 2015-08-26 → 2019-03-01
  Questar Asset Management, Inc.
  Newport Beach, CA
  Minneapolis, MN
• 2008-03-17 → 2015-08-20
  Voya Financial Advisors, Inc.
  San Gabriel, CA
  San Gabriel, CA
  Irvine, CA
  Windsor, CT
  Windsor, CT
• 2007-11-08 → 2008-04-11
  Osaic Wealth, Inc.
  Newport Beach, CA
  Irvine, CA
  Irvine, CA

Other Businesses

1. COPENBARGER FINANCIAL AND INSURANCE SERVICES, INC. POSITION: Insurance Agent NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 05/25/2015 ADDRESS: 100 Spectrum Center Drive, STE 942, IRVINE CA 92618, United States DESCRIPTION: Provide detailed insurance analysis and distinguish suitable life insurance policies for clients. Sales and service of fixed insurance products. She provides tax, insurance and other services through Copenbarger Financial and Insurance Services Inc. 2. COPENBARGER FINANCIAL AND INSURANCE CORPORATION POSITION: Owner NATURE: Helping with client meetings, supporting attorneys with information collection and case design for estate planning. Provide assistance with administrative functions and client meetings. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/01/2017 ADDRESS: 100 Spectrum Center Drive, Suite 942 IRVINE, CA, 92618, United States DESCRIPTION: Helping with client meetings, supporting attorneys with information collection and case design for estate planning. Provide assistance with administrative functions and client meetings. 3. Judy Lynn Copenbarger is a registered representative and investment adviser representative of Woodbury Financial Services, Inc. 4. COPENBARGER FINANCIAL AND INSURANCE SERVICES, INC. POSITION: Insurance Agent NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 05/25/2015 ADDRESS: 100 Spectrum Center Drive, Suite 942 IRVINE, CA, 92618, United States DESCRIPTION: Provide detailed insurance analysis and distinguish suitable life insurance policies for clients. Sales and service of fixed insurance products. She provides tax, insurance and other services through Copenbarger Financial and Insurance Services Inc. 5. OWNER/LEGAL SUPPORT POSITION: Owner NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/01/2017 ADDRESS: 100 Spectrum Center Drive, Suite 942 IRVINE, CA, 92618, United States DESCRIPTION: Helping with client meetings, supporting attorneys with information collection and case design for estate planning. Provide assistance with administrative functions and client meetings. 6. MONEY TRUTH STRATEGIC PLANNING, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: 5110 E. Glen Arran Lane, Orange CA 92869, United States DESCRIPTION: I created an LLC last year to handle advisory clients in my RIA. I have not used it, and have no RIA clients in "the system." (All managed accounts are with Woodbury). 7. MONEY TRUTH STRATEGIC PLANNING, INC. POSITION: Owner NATURE: S Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: 5110 E. Glen Arran Lane, Orange CA 92869, United States DESCRIPTION: Money Truth & Life is a book and course that helps families improve their relationships and marriage by having a common understanding about basic money and relationship principles. 8. SERENITY ORGANIC FARM INC POSITION: President NATURE: S Corp INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: 5110/5117 E Glen Arran Ln, Orange CA 92869, United States DESCRIPTION: Plant and animal care 9. RENTAL PROPERTY POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 5110/5117 E Glen Arran Ln, Orange CA 92869, United States DESCRIPTION: Our family rents property to family members and three tenants. The properties are located on our home property and adjacent lot.

Exams

• S66 Uniform Combined State Law Examination
  2007-03-31
• S63 Uniform Securities Agent State Law Examination
  2000-10-27

Designations

• Certified Financial Planner

Other Names

• Judi L Hick
• Judi Lynn Hicks
• Judi Lynn Copenbarger
• Judy Lynn Copenbarger
• Judy Lynn Copenbarger