Evan Bradley Lewis

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

• 08/2017 → 11/2018
  Office Of Thomas Kraabel
  Vashon Island, WA
• 01/2020 → 11/2020
  Kms Financial Services, Inc.
  Seattle, WA
• 07/2016 → 10/2016
  Unemployed
  Federal Way, WA
• 10/2016 → 09/2019
  Us Bank
  Auburn, WA
• 09/2019 → Present
  Office Of Tom Kraabel
  Vashon, WA
• 11/2020 → 05/2022
  Securities America, Inc.
  Vashon Island, WA
• 11/2020 → 05/2022
  Securities America Advisors, Inc.
  Vashon Island, WA
• 05/2022 → 01/2024
  Woodbury Financial Services Inc
  Vashon, WA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Vashon, WA

Previous Registrations

• 2022-05-02 → 2024-01-19
  Woodbury Financial Services, Inc.
  Vashon, WA
• 2020-11-06 → 2022-05-02
  Securities America Advisors, Inc.
  Vashon Island, WA
• 2020-09-16 → 2020-11-06
  Kms Financial Services, Inc.
  Vashon Island, WA
  Seattle, WA

Other Businesses

1. RAINY-DAY INVESTMENTS - DBA POSITION: Insurance Agent NATURE: Various insurance activities. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/01/2021 ADDRESS: 8714 SW Soper Rd, Vashon WA 98070 DESCRIPTION: Various insurance activities. 2. RDI FINANCIAL SERVICES POSITION: Treasurer NATURE: S-Corp, I am a 25% shareholder INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/06/2022 ADDRESS: 33810 Weyerhaeuser Way S, STE 104, Federal Way WA 98001, United States DESCRIPTION: The purpose of this OBA is to disclose DBA RDI Financial Services. This is a partnership that includes myself, Heidi Strom, Jennifer DeWater and Thomas Kraabel 3. EVAN LEWIS POSITION: Insurance Agent NATURE: Sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 01/25/2021 ADDRESS: 33810 Weyerhaeuser Way S, STE 104, Federal Way WA 98001, United States DESCRIPTION: I occasionally sell life or long-term care policies to clients who express interest and for whom the products are a good fit.

Exams

• S66 Uniform Combined State Law Examination
  2020-09-11