Sarah Baxter Alderman

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

• 08/2012 → Present
  Diversified Insurance
  Commerce, TX
• 07/2011 → Present
  Self Employed
  Commerce, TX
• 10/2017 → 09/2023
  Sagepoint Finanical, Inc.
  Longview, TX
• 09/2023 → Present
  Osaic Wealth, Inc.
  Commerce, TX

Previous Registrations

• 2018-05-01 → 2023-09-01
  Osaic Services, Inc.
  Longview, TX
  Commerce, TX

Other Businesses

1. ALDERMAN FINANCIAL GROUP POSITION: Owner/Financial Advisor/Insurance Broker NATURE: Sole Proprietorship selling Health Insurance, Life Insurance, Annuities, Senior Products, Disability, Group EmployeeBenefits and Long Term Care. INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 11/09/2022 ADDRESS: 1500 Washington Street, Commerce TX 75428, United States DESCRIPTION: I solicit and work with clients to satisfy their insurance needs for Health, Life, Disability, Long Term Care, seniorbenefits, and employee group benefits. I hold enrollment meetings, assist with applications, research their personalneeds and options available to them. I hold annual review meetings with the clients and assist with any claims orgroup/carrier issues.

Exams

• S66 Uniform Combined State Law Examination
  2018-04-30