Arlon Ray Enmeier

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

• 11/1994 → 06/2024
  Securities America Advisors Inc.
  Tustin, CA
• 11/1994 → 06/2024
  Securities America, Inc.
  Tustin, CA
• 01/1980 → Present
  Arlon Enmeier
  San Clemente, CA
• 01/1980 → Present
  Enmeier Planning
  San Clemente, CA
• 01/2007 → 04/2024
  Dynamic Healthcard Systems, Inc
  Irvine, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  San Clemente, CA

Previous Registrations

• 1997-07-08 → 2024-06-14
  Securities America Advisors, Inc.
  Tustin, CA
  Irvine, CA
  San Clemente, CA

Other Businesses

1. INSURANCE SALES POSITION: sales NATURE: LIFE INSURANCE SALES/INSURANCE SALES - AGENT/OWNER INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/01/1987 ADDRESS: 241 Avenida Del Mar, San Clemente CA 92672 DESCRIPTION: Sell life insurance and annuities. 2. SET POSITION: owner NATURE: S.E.T., LLC/PAY OPERATING EXPENSES--OWNER - 1% TIME SPENT INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2010 ADDRESS: 241 Avenida Del Mar, San Clemente CA 92672 DESCRIPTION: Pay bills of office 3. REAL ESTATE OWNER POSITION: own real estate NATURE: ARLON ENMEIER /OWN INVESTMENT REAL ESTATE-- OWNER - 1% TIME SPENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2000 ADDRESS: 256 Avenida Vista Del Oceano, San Clemente CA 92672 DESCRIPTION: Own real estate 4. INSURANCE SALES POSITION: sales NATURE: LIFE INSURANCE SALES /INSURANCE SALES - AGENT/OWNER - INVESTMENT RELATED - START DATE: 05/1987 - LOCATED AT 241 AVENIDA DEL MAR, SAN CLEMENTE, CA 92672- 2% TIME SPENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/01/1987 ADDRESS: 241 Avenida Del Mar, San Clemente CA 92672 DESCRIPTION: Sell life insurance and annuities.

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-06-17

Other Names

• Arlon Ray Enmier