Lori Renae Bogatz
Investment adviser representative at Osaic Wealth, Inc.
29 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
29 years in the industry.
- Osaic Wealth, Inc.Aug 2026 to now
- Bogatz Heating and Air ConditioningJul 2002 to now
- Hornor, Townsend & Kent, LLCJan 2025 to May 2026
- Osaic Advisory Services, LLCNov 2024 to Jan 2025
- Osaic Wealth, Inc.Jun 2024 to Jan 2025
- Arbor Point AdvisorsOct 2012 to Nov 2024
- Securities America Advisor, Inc.Aug 2009 to Jun 2024
- EverbankDec 1997 to Jun 2024
- Securities America, Inc.Dec 1997 to Jun 2024
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (NE).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3040406
- Firm CRD
- 23131