Robert Edward Lyle

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

• 03/2006 → 01/2024
  Woodbury Financial Services, Inc.
  Woodbury, MN
• 01/2024 → Present
  Osaic Wealth, Inc.
  Richland, MS

Previous Registrations

• 2006-06-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  Richland, MS
  Ridgeland, MS

Other Businesses

1. LYLE MACHINERY POSITION: Associate Board of Director NATURE: Corporation. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2005 ADDRESS: 4915 Hwy 49S, Richland MS 39218, United States DESCRIPTION: I meet with the Board annually to review corporate profitability 2. AGENT, SALE OF FIXED LIFE INSURANCE PRODUCTS FROM MY OFFICE. NON INV REL; 109 ARBOR RIDGE RD RIDGELAND, MS 39157; I BEGAN DOING THIS IN 1983. I SPEND 2 HOURS A MONTH IN THIS ACTIVITY. I ALSO RECIEVE RENEWAL COMMISIONS FOR PREVIOUSLY SOLD FIXED LIFE INSURANCE PRODUCTS. 3. ROBERT LYLE POSITION: agent NATURE: Sole Propriership, INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 03/23/1983 ADDRESS: 109 Arbor Ridge Road, Ridgeland MS 39157, United States DESCRIPTION: Sale and service of fixed and traditional products

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-05-23
• S63 Uniform Securities Agent State Law Examination
  1989-09-27

Other Names

• Bobby Lyle