Charles R. Green

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

• 10/2015 → 09/2023
  Sagepoint Financial, Inc
  Fort Worth, TX
• 08/2007 → Present
  Charles R. Green
  Lihue, HI
• 09/2023 → Present
  Osaic Wealth, Inc.
  Fort Worth, TX

Previous Registrations

• 2015-10-08 → 2023-09-01
  Osaic Services, Inc.
  Fort Worth, TX
  Fort Worth, TX
  Phoenix, AZ
• 2012-08-27 → 2015-10-08
  First Western Securities, Inc.
  Hurst, TX
  Hurst, TX
  Fort Worth, TX

Other Businesses

1)CHARLES R. GREEN & ASSOCIATES POSITION: Agent/Representative NATURE: insurance agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1981 ADDRESS: 1612 Summit Ave, Ste 350, FORT WORTH TX 76102, United States DESCRIPTION: Insurance agent for term, long term care, VUL, UL, whole life, fixed annuities, equity indexed annuities 2) CHARLES R. GREEN POSITION: owner/trustee NATURE: Personal and Inherited Oil & Mineral Rights from family INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2007; ADDRESS: 1612 Summit Ave, Suite 350, Fort Worth TX 76102, United States DESCRIPTION: Charles R. Green as owner receives inherited Oil & Mineral Rights from: Oxy USA WTP LP, Cobra Oil & Gas Corporation, Oklahoma Mineral. Charles R. Green as owner receives Oil & Mineral Rights from Plains Marketing (Royal Interest). Charles R. Green as trustee/owner receives Oil & Mineral Rights from Plain Marketing (Royal Interest) and Chesapeake Energy. 3) 5 G LAND AND CATTLE COMPANY LP POSITION: Managing Partner NATURE: Partnership INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1999 ADDRESS: 16045 Hwy 16, Comanche TX 76442, United States DESCRIPTION: Family Cattle Ranch and Deer Hunting Ranch / Outfitter 4. DEER LEASE UNDER 5G LAND AND CATTLE CO LP POSITION: Managing Partner NATURE: Partnership INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2022 ADDRESS: 16045 Hwy 16, Comanche TX 76442, United States DESCRIPTION: Leasing/rent approximately 900 acres for deer hunting 5. CHARLES R. GREEN POSITION: vacation timeshare club owner NATURE: Vacation Timeshare inherited from my father INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/02/2007 ADDRESS: Kalapaki Beach Marriott Vacation Club, 3610 Rice St, Lihue HI 96766, United States DESCRIPTION: Inherited a vacation timeshare from my father. Personal and family use - one week per year 6.CHARLES R. GREEN (EXECUTOR) POSITION: Executor NATURE: Executor of Estate of Non-Immediate Family Member - William Green - cousin. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2021 ADDRESS: 1612 Summit Ave, Suite 350, Fort Worth TX 76102, United States DESCRIPTION: William Green has asked me to be the executor of his estate when he passes. 7. ALEDO ALUMNI EX STUDENTS ASSOCIATION POSITION: Board Member NATURE: Association INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/27/2025 ADDRESS: PO Box 737, Aledo, TX 76008 DESCRIPTION: As one of the board members, I will help plan the dinner for 2026 and help with communications. We hold 4 meetings per year after hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-08-13
• S63 Uniform Securities Agent State Law Examination
  1987-12-31

Other Names

• Chuck Green
• Charles Ray Green