Wayne Eugene Gilbert

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

• 02/1971 → Present
  Northwestern Mutual
  Milwaukee, WI
• 11/1989 → Present
  Osaic Wealth, Inc.
  Davis, CA

Other Businesses

1. Osaic Wealth, Inc. ADDRESS: 1260 LAKE BOULEVARD, SUITE 217, DAVIS, CA, USA, 95616, United States DESCRIPTION: Registered Representative, Independent Contractor, income based on transaction commissions, approx. 4 hours during trading day. 2. Northwestern Mutual Life ADDRESS: 1260 LAKE BOULEVARD, SUITE 217, DAVIS, CA, USA, 95616, United States DESCRIPTION: Senior Agent, approx. 1 hour during trading day. 3. Additional Life Insurance Carriers DESCRIPTION: Mr. Gilbert is approved to broker insurance policies through other carriers, 0 hours during trading day.

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-05-27