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Robert Raymond Rollauer

Osaic Wealth, Inc.

Atlanta, GA

CRD 702048

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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:

Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-01-24
  • GA RA
    APPROVED
    Since 2025-01-24

Branch Locations

Atlanta, GA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Financial Advisors Corporation Atlanta GA 01/1998 01/2025
Osaic Wealth, Inc. Atlanta GA 01/2025 Present
  • 01/1998 → 01/2025
    Lincoln Financial Advisors Corporation
    Atlanta, GA
  • 01/2025 → Present
    Atlanta, GA
Previous Registrations
  • 2003-03-05 → 2025-01-24
    Osaic Fa, Inc.
    Virginia Beach, VA
    Atlanta, GA
    Atlanta, GA
Other Businesses

1) ROBERT R. ROLLAUER JR 1830 BRANDON HALL DRIVE ATLANTA, GA 30350 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: PROPOSE DISABILITY, FIXED ANNUITY, EQUITY INDEXED ANNUITY,LIFE SETTLEMENT AND TRADITIONAL LIFE PRODUCTS. START DATE: 01/01/2009 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1979-12-04
  • S63 Uniform Securities Agent State Law Examination
    1979-12-04
Other Names
  • Robert Raymond Rollauer

View on SEC IAPD

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