Russell Elton George

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

• 05/2012 → Present
  Independent Insurance Agent
  Livermore, CA
• 09/2013 → 11/2016
  Questar Asset Management
  Minneapolis, MN
• 11/2016 → 09/2023
  Sagepoint Financial, Inc.
  Livermore, CA
• 09/2023 → Present
  Osaic Wealth, Inc.
  Twin Falls, ID

Previous Registrations

• 2016-11-14 → 2023-09-01
  Osaic Services, Inc.
  Livermore, CA
  Houston, TX
  Twin Falls, ID
• 2014-01-21 → 2016-12-06
  Questar Asset Management, Inc.
  Minneapolis, MN
  Livermore, CA

Other Businesses

1) INDEPENDENT INSURANCE AGENT POSITION: INSURANCE AGENT NATURE: INSURANCE AGENT INVESTMENT RELATED: YES NUMBER OF HOURS: 40 INVESTMENT RELATED HOURS: 20 START DATE: 07/30/2014 ADDRESS: 1007 EVE LANE, LIVERMORE CA 94550; DESCRIPTION: INSURANCE SERVICES. 2)N/A POSITION: Insurance Agent NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 05/01/2012 ADDRESS: 583 I B Perrine Rd., Twin Falls ID 83301, United States DESCRIPTION: Providing insurance services for Life and Annuities

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-01-21
• S63 Uniform Securities Agent State Law Examination
  2013-12-09