Elisabeth L Ervin

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

• 08/2018 → 01/2024
  Woodbury Financial Services Inc
  Ashland City, TN
• 05/2016 → Present
  Doug O'REar & Associates
  Ashland City, TN
• 01/2024 → Present
  Osaic Wealth, Inc.
  Ashland City, TN

Previous Registrations

• 2021-10-27 → 2024-01-19
  Woodbury Financial Services, Inc.
  Fairview, TN
  Ashland City, TN

Other Businesses

1) NOTARY PUBLIC POSITION: notary NATURE: Provide notary services for clients and the general public INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2022 ADDRESS: 205 N. Main Street, Ashland City TN 37015, United States DESCRIPTION: Notarize signatures on documents 2) O'REAR & ASSOCIATES POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/01/2018 ADDRESS: 205 N. Main Street, Ashland City TN 37015, United States DESCRIPTION: Insurance sales 3) CHEATHAM COUNTY DEMOCRATIC PARTY POSITION: chair person NATURE: Political organization for Cheatham County Democratic Party INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 04/05/2025 ADDRESS: P.O. Box 414, Ashland City TN 37015, United States DESCRIPTION: Serve as spokesperson for the county party; supervise and manage the daily business of the county party; preside over business meetings.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-10-26
• S63 Uniform Securities Agent State Law Examination
  2020-11-17