Gerald E Wolf

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

• 10/1982 → Present
  Gerry E Wolf Clu, Crfc Self-Employed Ins
  Dayton, OH
• 05/1995 → Present
  Fortis Investors, Inc.
  Dayton, OH
• 01/2024 → Present
  Osaic Wealth, Inc.
  Dayton, OH

Previous Registrations

• 1999-11-26 → 2024-01-19
  Woodbury Financial Services, Inc.
  Dayton, OH
  Dayton, OH

Other Businesses

1. GERRY E. WOLF, CLU,CHFC, MSFS POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 20 START DATE: 04/11/1977 ADDRESS: 6325 Cheri Lynne Drive, Dayton OH 45415-2110, United States DESCRIPTION: Sell/Service of: Individual Life Insurance,Individual Universal Life Insurance , Individual Disability Income,Individual Health Insurance, Fixed Annuities, Index Annuities, Group Life/Dental/Health/Disability Income etc. 2. GERRY E. WOLF POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/11/1977 ADDRESS: 6325 Cheri Lynne Drive, Dayton OH 45415-2110, United States DESCRIPTION: Preparing and filings of Federal, State & Local tax returns.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-08-14
• S63 Uniform Securities Agent State Law Examination
  1997-11-26

Other Names

• Gerry Eby Wolf
• Gerald Eby Wolf
• Gerald Eby (Jr) Wolf
• Gerald Eby Wolf