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Shellie Ann Greer

Osaic Wealth, Inc.

Medford, OR

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-10-21
  • OR RA
    APPROVED
    Since 2025-10-21

Branch Locations

3369 Crater Lake Hwy Suite 101, Medford, OR 97504 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Linsco Private Ledger Medford OR 05/2000 03/2017
Ameriprise Financial Services Inc. Medford OR 03/2017 03/2020
Ameriprise Financial Services, Llc Medford OR 03/2020 12/2024
Retired Rogue River OR 01/2025 10/2025
Osaic Wealth, Inc. Medford OR 10/2025 Present
  • 05/2000 → 03/2017
    Linsco Private Ledger
    Medford, OR
  • 03/2017 → 03/2020
    Ameriprise Financial Services Inc.
    Medford, OR
  • 03/2020 → 12/2024
    Ameriprise Financial Services, Llc
    Medford, OR
  • 01/2025 → 10/2025
    Retired
    Rogue River, OR
  • 10/2025 → Present
    Osaic Wealth, Inc.
    Medford, OR
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-11-13
S63 Uniform Securities Agent State Law Examination 1996-07-22
  • S65 Uniform Investment Adviser Law Examination
    2017-11-13
  • S63 Uniform Securities Agent State Law Examination
    1996-07-22
Other Names
  • Shellie Ann Varney
  • Shellie Ann Varney
  • Shellie Ann Lear
  • Shellie Weese
  • Shellie Weeselear

View on SEC IAPD

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Other Investors

JAMES WESLEY LIKES
RYAN DAVID SUVOY
NELSON ROLAND MALER
PAUL BRIAN SMITH
LISA KIMBERLY CAMPOY
LISA A PRESTON
Kristina K West
Katelyn J Hamilton

Other Offices

MORGAN STANLEY · Medford, OR
D.A. DAVIDSON & CO. · MEDFORD, OR
LPL FINANCIAL LLC · MEDFORD, OR
SEACREST WEALTH MANAGEMENT, LLC · MEDFORD, OR
EDWARD JONES · MEDFORD, OR
SEACREST WEALTH MANAGEMENT, LLC · MEDFORD, OR
OREGON PACIFIC WEALTH MANAGEMENT · MEDFORD, OR
FIDELIS IM · MEDFORD, OR

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