Georgette Buccini Blomquist

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

• 06/2006 → 01/2025
  Lincoln Financial Advisors Corporation
  Lake Oswego, OR
• 01/2025 → Present
  Osaic Wealth, Inc.
  Lake Oswego, OR

Previous Registrations

• 2006-07-21 → 2025-01-24
  Osaic Fa, Inc.
  Portland, OR
  Lake Oswego, OR
  San Ramon, CA

Other Businesses

1. GEORGETTE BLOMQUIST, LAKE OSWEGO, OR CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFER ACCIDENT, HEALTH, DISABILITY, LONG-TERM CARE AND TRADITIONAL LIFE INSURANCE; COMMISSION & SERVICE FEE-BASED GROUP BENEFITS; FIXED AND INDEXED ANNUITIES; LIFE SETTLEMENTS; HEALTH SAVINGS ACCOUNTS START DATE: 9/2014 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 2. GEORGETTE BLOMQUIST INSURANCE POSITION: Agent NATURE: Sell and service fixed insurance products INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/18/2014 ADDRESS: 724 NW Albemarle Ter, Portland OR 97210, United States DESCRIPTION: Sell and service fixed insurance products.

Exams

• S66 Uniform Combined State Law Examination
  2006-07-20

Other Names

• Dorothy Georgette Buccini
• Dorothy Georgette Bowlby
• Dorothy Georgette Blomquist
• Georgette Buccini Blomquist
• D Georgette Bowlby
• Dorothy Buccini Blomquist
• Georgette Bussini Blomquist