Geoffrey Harden Sebold

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

• 02/2015 → 12/2018
  Lpl Financial, Llc
  Westlake Village, CA
• 02/2015 → 12/2018
  Independent Financial Partners
  Westlake Village, CA
• 12/2018 → Present
  Onedigital Investment Advisors Llc
  Overland Park, KS
• 01/2019 → 08/2024
  Triad Advisors
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Thousand Oaks, CA

Previous Registrations

• 2018-12-03 → 2025-01-16
  Onedigital
  Westlake Village, CA
  Overland Park, KS
  Thousand Oaks, CA
• 2015-02-25 → 2018-12-31
  Independent Financial Partners
  Westlake Village, CA
• 2012-06-20 → 2013-02-22
  Independent Financial Partners
  West Lake Village, CA
• 2007-07-17 → 2011-07-15
  Independent Financial Group, Llc
  Westlake Village, CA
  Calabasas, CA
• 2006-10-20 → 2007-10-09
  Wealthharbor Capital Group, Llc
  Thousand Oaks, CA

Other Businesses

1) Oaks Christian School; not investment related;31749 La Tienda Dr, Westlake Village, CA 91362;lacrosse coach; director of lacrosse operations;1/2/2019;20-30 hrs/month;0 hrs during trading; manage the coaching staff for the boys and girls teams and operational issues, scheduling, field assignments 2) THE OAKS CHRISTIAN SCHOOL POSITION: Director of Lacrosse Operations NATURE: I am the Director of Lacrosse Operations and Boys' varsity Head Coach. It is a part-time position running from January until mid-May. We practice 5 times a week taking up 2 hours each day well after markets are closed. INVESTMENT RELATED: No NUMBER OF HOURS: 35 SECURITIES TRADING HOURS: 0 START DATE: 01/16/2016 ADDRESS: 31749 La Tienda Drive, Westlake Village CA 91362, United States DESCRIPTION: I manage the lacrosse program for the Oaks Christian high school and coach the varsity boys team. We practice 5 times per week for 2 hours a day from 4:00 PM - 6:00 PM PST. It's a part time position running from Mid-January until Mid-May depending on how far we go in the playoffs.

Exams

• S66 Uniform Combined State Law Examination
  2006-10-06
• S63 Uniform Securities Agent State Law Examination
  1994-08-15

Other Names

• Geoffrey Sebold