Deborah Sue Weller

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

• 09/1987 → 07/2020
  Investacorp, Inc.
  Miami Lakes, FL
• 09/1987 → 07/2020
  Investacorp, Inc.
  Miami Lakes, FL
• 05/1998 → 07/2020
  Investacorp Advisory Services, Inc.
  Miami Lakes, FL
• 07/2020 → 06/2024
  Securities America, Inc.
  Clackamas, OR
• 07/2020 → 06/2024
  Securities America Advisors, Inc.
  Clackamas, OR
• 06/2024 → Present
  Osaic Wealth, Inc.
  Clackamas, OR

Previous Registrations

• 2020-07-17 → 2024-06-14
  Securities America Advisors, Inc.
  Clackamas, OR
• 1998-08-17 → 2020-07-17
  Investacorp Advisory Services Inc
  Clackamas, OR

Other Businesses

1. THE WELLER TRUST POSITION: successor trustee NATURE: successor trustee INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2020 ADDRESS: 80 Ardmore Rd, Larkspur CA 94939 DESCRIPTION: i am the successor trustee to my sister's trust 2. WELLER FINANCIAL SERVICES, INC POSITION: agent NATURE: insurance and annuity sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 08/01/1984 ADDRESS: 12901 SE 97th Ave Ste 110, Clackamas OR 97015 DESCRIPTION: insurance and annuity sales

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-01-12
• S63 Uniform Securities Agent State Law Examination
  1986-05-12

Other Names

• Deborah Sue Kramer