George Robert Nagel

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

• 10/1995 → 08/2023
  Royal Alliance Associates, Inc.
  St. Louis, MO
• 03/2004 → 02/2024
  Financial Legacy Associates, Llc
  Chesterfield, MO
• 08/2023 → Present
  Osaic Wealth, Inc
  St Louis, MO

Previous Registrations

• 2004-04-02 → 2022-12-22
  Financial Legacy Associates
  Chesterfield, MO

Other Businesses

1. OAK TREE FINANCIAL GROUP, INC., INVESTMENT RELATED, 1534 BOONE'S LICK ROAD, ST. CHARLES, MO 63301. STATUTORY AGENT SINCE 1/1/1982, 2 HRS/MTH, 1 HR/DST. SELL MISCELLANEOUS INSURANCE POLICIES AND ANNUITIES. 2. GEORGE R. NAGEL & OAK TREE FINANCIAL GROUP, INC. POSITION: Statutory Agent - NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1982 ADDRESS: 1534 Boone's Lick Road, Saint Charles MO 63301, United States DESCRIPTION: I sell miscellaneous insurance policies and annuities. 3. GEORGE R. NAGEL POSITION: Renter NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2021 ADDRESS: 70 Creekside Dr., Saint Peters MO 63376, United States DESCRIPTION: Rent apartment

Exams

• S63 Uniform Securities Agent State Law Examination
  1979-08-11

Designations

• Certified Financial Planner