Cresta L Clawson

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

• 02/2017 → 05/2017
  Unemployment
  Carmel, IN
• 07/2012 → 02/2017
  Inventiv Health
  Somerset, NJ
• 05/2017 → 12/2018
  Thrivent Investment Management Inc
  Indianapolis, IN
• 05/2017 → 09/2017
  Thrivent Financial
  Appleton, WI
• 09/2017 → 12/2018
  Thrivent Financial
  Appleton, WI
• 12/2018 → 01/2024
  Woodbury Financial Services Inc
  Carmel, IN
• 01/2024 → Present
  Osaic Wealth, Inc.
  Carmel, IN

Previous Registrations

• 2018-12-19 → 2024-01-19
  Woodbury Financial Services, Inc.
  Carmel, IN
• 2017-06-29 → 2018-12-21
  Thrivent Investment Management Inc.
  Carmel, IN

Other Businesses

1. CRESTA WEALTH PARTNERS, LLC POSITION: Owner NATURE: LLC, S-corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 11/15/2024 ADDRESS: 571 Monon Blvd, Suite 150, Carmel IN 46032 DESCRIPTION: Activities involve guiding clients with on-going investment advice and insurance needs. 2. DOORDASH POSITION: 1099 contract worker NATURE: 1099 contract INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/26/2022 ADDRESS: 11910 Pebblepointe Pass, Carmel IN 46033, United States DESCRIPTION: delivery driver

Exams

• S66 Uniform Combined State Law Examination
  2017-06-28

Other Names

• Cresta Reveal