Randy Joseph Addie

Employer firm

1834 Investment Advisors Co. CRD 105435

$2.20B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2012 → 04/2023
  Sentry Insurance
  Sussex, WI
• 05/2023 → Present
  Old National Bank
  Milwaukee, WI
• 05/2023 → 09/2024
  Lpl Financial Llc
  Milwaukee, WI
• 02/2024 → Present
  1834 Investment Advisors Co.
  Milwaukee, WI

Previous Registrations

• 2023-10-24 → 2024-09-20
  Lpl Financial Llc
  Milwaukee, WI
• 2003-07-30 → 2004-03-25
  Ameriprise Advisor Services, Inc.
  Rockford, IL

Other Businesses

1) 02/2024 - 1834 Investment Advisors Co. (Subsidiary of Old National Bancorp) - Investment Related - RPS Advisor - Milwaukee, WI - 20 hours per week 2) 05/2023 - Old National Bank (Subsidiary of Old National Bancorp) - Financial Institution Duty - Inv. Related - Milwaukee, WI - Vice President - Start Date 04/17/2023 - 20 hours per week

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-10-23
• S63 Uniform Securities Agent State Law Examination
  1999-05-27

Other Names

• Randy Addie