Tamara Donel Perrin-Preus

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

• 06/2013 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 06/2013 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Yuba City, CA
• 03/2019 → Present
  Woodbury Financial Services, Inc.
  Yuba City, CA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Yuba City, CA

Previous Registrations

• 2019-03-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  Yuba City, CA
• 2013-06-25 → 2019-03-01
  Questar Asset Management, Inc.
  Minneapolis, MN
  Yuba City, CA
• 2009-04-28 → 2013-06-26
  Woodbury Financial Services, Inc.
  Yuba City, CA
  Roseville, CA
  Yuba City, CA
• 2005-12-15 → 2009-05-11
  Wamu Investments, Inc.
  Yuba City, CA
  Irvine, CA
  Redding, CA
  Marysville, CA
  Yuba City, CA
  Antioch, CA
  Oakley, CA

Other Businesses

1. PERRIN PREUS PRIVATE WEALTH MANAGEMENT POSITION: insurance agent NATURE: Sole Proprietorship- insurance agent sales and service 10 hours approx. per month fixed annuities, health ltc life and disab insurance INVESTMENT RELATED: Yes NUMBER OF HRS: 10 SECURITIES TRADING HRS: 5 START DATE: 10/11/2013 ADDRESS: 667 A Plumas, Yuba City CA 95991 DESCRIPTION: sales and service related to the sale of fixed annuities, health and life and disability as well as LTC insurances 2. TARA PERRIN PREUS POSITION: owner/landlord NATURE: Landlord of Rental property INVESTMENT RELATED: Yes NUMBER OF HRS: 1 SECURITIES TRADING HRS: 0 START DATE: 10/11/2013 ADDRESS: 1537 Eugene Ct, Yuba city CA 95993 DESCRIPTION: I own a property with my husband - my time involved is minimal 3. TARA PERRIN PREUS POSITION: Power of Attorney-durable NATURE: POA for my father's brokerage IRA with Fidelity- holds apple stock and does not actively trade takes RMDs each year- approx. 90K- INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/20/2021 ADDRESS: 1537 Eugene Ct, Yuba City CA 95993; DESCRIPTION: distributions each year as needed 4. POWER OF ATTY FOR MOTHER IN LAW POSITION: co-POA NATURE: my husband and i am added as co POA there are zero investments and she is in a nursing home at present. INVESTMENT RELATED: Yes NUMBER OF HRS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/29/2021 ADDRESS: 1537 Eugene Ct, Yuba city CA 95991 DESCRIPTION: paying her bills taking her to the dr and shopping for her at Walmart if my husband cannot 5. TARA PERRIN-PREUS SOLE PROP POSITION: owner /operator NATURE: may sell some personal art projects to the public INVESTMENT RELATED: No NUMBER OF HRS: 20 SECURITIES TRADING HOURS: 2 START DATE: 9/11/2023 ADDRESS: 1537 Eugene Ct, Yuba City CA 95993 DESCRIPTION: painting with multi media various art products 6. TARA PERRIN- PREUS 2 POSITION: secretary NATURE: secretary for the HOA for my condo- board meetings once per quarter INVESTMENT RELATED: Yes NUMBER OF HRS: 1 SECURITIES TRADING HRS: 0 START DATE: 9/10/2018 ADDRESS: 1121 Felspar St, San Diego CA 92109 DESCRIPTION: You are automatically on the HOA committee or board when you purchase a property here because there are only 4 units - but now i am secretary

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-05-15
• S63 Uniform Securities Agent State Law Examination
  1997-02-19

Other Names

• Tara Perrinpreus
• Tamara Donel Perrin
• A K A Tara Perrin
• Tamara Donel Perin
• Tamara Donel Perrinpreus