Conrad Earl Pearson

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

• 11/1989 → Present
  Pearson Financial Group
  Lake Oswego, OR
• 02/2012 → 02/2018
  Sii Investments
  Lake Oswego, OR
• 02/2018 → 08/2020
  Lpl Financial Llc
  Lake Oswego, OR
• 08/2020 → 09/2023
  Sagepoint Financial, Inc.
  Lake Oswego, OR
• 09/2023 → Present
  Osaic Wealth, Inc.
  Lake Oswego, OR

Previous Registrations

• 2020-08-31 → 2023-09-01
  Osaic Services, Inc.
  Scottsdale, AZ
  Lake Oswego, OR
  Lake Oswego, OR
• 2018-04-19 → 2022-05-13
  Lpl Financial Llc
  Lake Oswego, OR

Other Businesses

1) PEARSON FINANCIAL GROUP - FIXED INSURANCE SALES. 2) GOD OF ABRAHAM FOUNDATION POSITION: Founder NATURE: Non profit organization to encourage young people to "love your neighbor as yourself." INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2000 ADDRESS: 3 Centerpointe Dr., Suite 200, Lake Oswego OR 97035, United States DESCRIPTION: Oversee non profit organization that I created. All monies involved are my own. I do not solicit outside funds. 3) PEARSON FINANCIAL GROUP,DBA POSITION: owner NATURE: Securities business as OSJ manager, rep with Osaic Wealth Inc. INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 130 START DATE: 09/01/2020 ADDRESS: 3 Centerpointe Dr., Suite 200, Lake Oswego OR 97035, United States DESCRIPTION: Manage company as owner

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-14
• S63 Uniform Securities Agent State Law Examination
  1986-05-08