Lorena Michelle Kelley

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

• 01/2015 → 09/2023
  Sagepoint
  Phoenix, AZ
• 09/2023 → Present
  Osaic Wealth, Inc.
  Phoenix, AZ

Previous Registrations

• 2018-06-08 → 2023-09-01
  Osaic Services, Inc.
  Scottsdale, AZ

Other Businesses

1. KELLER WILLIAMS REALTY, INC. POSITION: Licensee NATURE: Real Estate Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 07/28/2023 ADDRESS: 15210 S 50th Ste 130, Phoenix AZ 85044, United States DESCRIPTION: Real Estate Sales (weekend)- Show properties, list properties, locate buyers for properties, etc.

Exams

• S66 Uniform Combined State Law Examination
  2018-06-06
• S63 Uniform Securities Agent State Law Examination
  2015-03-10

Other Names

• Lorena Kelley
• Lorena Michelle English
• Lorena Michelle English