Erin Barker

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

• 07/2021 → Present
  Sage Point Financial
  Phoenix, AZ
• 06/2020 → 07/2021
  Mortgage Investor Group
  Knoxville, TN
• 06/2018 → 06/2020
  Ssn
  Knoxville, TN
• 07/2016 → 06/2018
  Fist Choice Lending
  Knoxville, TN
• 01/2023 → Present
  Sagepoint Financial, Inc.
  St. Petersburg, FL
• 09/2023 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Other Businesses

1) Pastor of a Church. Passion Church Ministries which is a 501c3 organization. I am also on the board of directors. This is not investment related. The address is 455 Hwy 321 7G, Lenoir City TN 37772. I have been with this organization since inception of 7/2/2020. I devote about 20 hours per month but not during securities trading hours. 2) PASSION CHURCH MINISTRIES POSITION: Pastor NATURE: Corporation. It is also a church. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/07/2021 ADDRESS: 455 Highway 321 N, Suite G, Lenoir City TN 37771, United States DESCRIPTION: I am the lead pastor/minister of this church which means I do most of the teaching/preaching on Sunday mornings and Wednesday evenings. I am also the person that plans church activities outside of these times.

Exams

• S66 Uniform Combined State Law Examination
  2025-11-21

Other Names

• Erin Lee Barker