Lee Allen Scharenberg

Employer firm

Osaic Advisory Services, LLC CRD 171070

$15.5B regulatory AUM 170 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

• 12/2003 → 11/2020
  Kms Financial Services
  Seattle, WA
• 11/2020 → 06/2024
  Securities America, Inc.
  Coeur De'ALene, ID
• 11/2020 → 06/2024
  Securities America Advisors, Inc.
  Coeur D`ALene, ID
• 12/2020 → 11/2024
  Arbor Point Advisors
  Coeur D`ALene, ID
• 06/2024 → Present
  Osaic Wealth, Inc.
  Coeur De'ALene, ID
• 11/2024 → Present
  Osaic Advisory Services, Llc
  Atlanta, GA

Previous Registrations

• 2020-12-11 → 2024-11-08
  Arbor Point Advisors
  Coeur D`ALene, ID
• 2020-11-06 → 2020-12-11
  Securities America Advisors, Inc.
  Coeur D`ALene, ID
• 2003-12-11 → 2020-11-06
  Kms Financial Services, Inc.
  Coeur De'ALene, ID
  Seattle, WA
• 2003-01-02 → 2003-12-12
  Metropolitan Financial Services, Inc.
  Coeur D Alene, ID
• 2002-03-28 → 2002-11-21
  Pacific West Financial Consultants Inc
  Coeur D'ALene, ID

Other Businesses

**LEE SCHARENBERG POSITION: salling agent NATURE: Insurance sales. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/01/1995 ADDRESS: 2658 East Gunnison Pl., Coeur d Alene ID 83814 DESCRIPTION: Insurance agent. **RED CEDAR WEALTH ADVISORS POSITION: Registered Rep, Advisory Rep. NATURE: Securities America INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 160 START DATE: 11/01/2020 ADDRESS: 151 3rd Ave. Ste 100, Pocatello ID 83201 DESCRIPTION: Securities sales, and Investment advisor services. **DBA - Red Cedar Wealth Advisors

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-06-18
• S63 Uniform Securities Agent State Law Examination
  1983-11-30

Other Names

• Lee Allen Scharenberg