Dennie Ray 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

• 05/1987 → 10/2018
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 07/1987 → 10/2018
  Northwestern Mutual Investment Services, Llc
  Milwaukee, WI
• 01/2016 → 10/2018
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 10/2018 → 01/2024
  Woodbury Financial Services Inc
  Myrtle Beach, SC
• 01/2024 → Present
  Osaic Wealth, Inc.
  Myrtle Beach, SC

Previous Registrations

• 2018-11-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  Myrtle Beach, SC
  College Grove, TN
  Myrtle Beach, SC
• 2008-09-25 → 2018-11-02
  Northwestern Mutual Investment Services, Llc
  Myrtle Beach, SC
  Myrtle Beach, SC

Other Businesses

1. STONEBRIDGE FINANCIAL GROUP, LLC POSITION: Insurance Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 11/01/2018 ADDRESS: 1200 48th Av North, Suite202, Myrtle Beach SC 29577, United States DESCRIPTION: Selling and servicing life insurance, disability insurance, long term care insurance and fixed annuities. 2. STONEBRIDGE FINANCIAL GROUP, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 11/02/2019 ADDRESS: 1200 48th Av N Suite 202, Myrtle Beach SC 29577, United States DESCRIPTION: Life Insurance, disability insurance, long term care insurance and fixed annuities. 3. LAUREL GROVE POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/18/2026 ADDRESS: 4009 Ridgewood Dr, Conway SC 29526, United States DESCRIPTION: I lease my farm to local farmer who plants corn and or soybeans annually.

Exams

• S63 Uniform Securities Agent State Law Examination
  1988-12-19

Designations

• Chartered Financial Consultant