George Frank Mannella

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

• 03/2007 → 01/2024
  Woodbury Financial Services, Inc.
  Orland Park, IL
• 01/2024 → Present
  Osaic Wealth, Inc.
  Orland Park, IL

Previous Registrations

• 2007-03-02 → 2024-01-19
  Woodbury Financial Services, Inc.
  Orland Park, IL
  Lemont, IL
  Orland Park, IL
  Wheaton, IL
• 2006-05-18 → 2007-03-02
  Citizens Securities, Inc.
  Oak Lawn, IL
  Johnston, RI
• 2003-06-25 → 2005-03-14
  Charter One Securities, Inc.
  Oak Lawn, IL

Other Businesses

1. DATO PISTORIO FINANCIAL GROUP; INV RELATED; 15040 RAVINIA STE 149 ORLAND PARK,IL 60462; SELLS FIXED ANNUITIES, FIXED LIFE INS, & HEALTH INS; FINACIAL CONSULTANT; 03/07/2007; 1HR/MON; 1HR/MON; SELLS FIXED ANNUITIES,FIXED LIFE, & HEALTH INS 2. DATO PISTORIO FINANCIAL GROUP POSITION: Financial Consultant NATURE: sells Fixed Annuities, Fixed Life Ins, and Health Ins; INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 03/07/2007 ADDRESS: 15040 S Ravinia Avenue, Ste 42, Orland Park IL 60525, United States DESCRIPTION: responding to client needs as directed 3. MANNELLA FINANCIAL SERVICES LLC POSITION: President NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2007 ADDRESS: 115 Drexel Avenue, LaGrange IL 60525, United States DESCRIPTION: created for business expense

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-09-02
• S63 Uniform Securities Agent State Law Examination
  1994-06-02

Other Names

• George F Mannella
• Leorle F Mannella