Lexi Rae Stangel

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

• 10/2017 → 05/2018
  Securities America, Inc.
  West Linn, OR
• 06/2017 → 09/2017
  Orange Theory Fitness
  West Linn, OR
• 06/2014 → 10/2017
  Sii Investments, Inc.
  Appleton, WI
• 08/2012 → 05/2018
  Oregon Wealth Management
  West Linn, OR
• 05/2018 → 05/2023
  Securities America, Inc.
  West Linn, OR
• 09/2017 → 09/2018
  Rediscover The Falls
  Oregon City, OR
• 05/2023 → Present
  The Legacy Group, Ltd.
  Salem, OR
• 04/2024 → Present
  Osaic Wealth, Inc.
  West Linn, OR

Other Businesses

1. Member of the Lake Oswego Rotary Club, Member of the Milwaukie-Portland Elks Club 2. YAMHILL VALLEY VINEYARDS POSITION: Shareholder/part-owner NATURE: Shareholder of a non-public winery INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/05/2023 ADDRESS: 16250 SW Oldsville Rd., McMinnville, OR 97128 DESCRIPTION: Part owner of a winery, picking up wine dividends, and drinking wine 3. NOTARY POSITION: Notary NATURE: Notary, no charge. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2024 ADDRESS: 18654 Willamette Dr., #100, West Linn, OR 97068 DESCRIPTION: Notarize documents 4. OREGON WEALTH ADVISORS LLC POSITION: OWNER NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2024 ADDRESS: 11817 SE 28TH, MILWAUKIE, OR 97222 DESCRIPTION: LLC used for tax purposes

Exams

• S66 Uniform Combined State Law Examination
  2024-03-13
• S63 Uniform Securities Agent State Law Examination
  2022-11-22

Other Names

• Lexi Rae Hamersly