Shana D Amster

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

• 10/2021 → Present
  Luxe Financial And Investment Services
  Los Angeles, CA
• 01/2013 → Present
  David S. Cutler Cpa Pc
  Tucson, AZ
• 02/2023 → Present
  Sagepoint Financial, Inc.
  Los Angeles, CA
• 04/2023 → 09/2023
  Sagepoint Financial
  Tucson, AZ
• 09/2023 → Present
  Osaic Wealth, Inc.
  Tucson, AZ

Other Businesses

1. LUXE FINANCIAL AND INVESTMENT SERVICES CORPORATION POSITION: Owner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 80 START DATE: 11/01/2021 ADDRESS: 1612 reeves st., los angeles CA 90035, United States DESCRIPTION: Independent Insurance Sales 2. DAVID S. CUTLER CPA PC POSITION: Administrative Assistant NATURE: Accounting/ CPA Firm INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2013 ADDRESS: 5995 E. Grant Rd, Ste 200, Tucson AZ 85712, United States DESCRIPTION: I log in remotely as needed and do various administrative tasks 3. EMETRIC FINANCIAL POSITION: Owner NATURE: DBA (Fictitious Business Name) for Luxe Financial and Investment Services Corporation (Corp) INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 80 START DATE: 03/10/2026 ADDRESS: 1612 Reeves St, Los Angeles CA 90035, United States DESCRIPTION: DBA was approved by LA County Recorders Office on 3/10/2026, but no business has been "advertised" with it yet. Independent Insurance Sales (all same as Luxe)

Exams

• S66 Uniform Combined State Law Examination
  2023-11-28

Other Names

• Shana Cutler