Erik Arnold Ellsworth
Investment adviser representative at Osaic Wealth, Inc.
27 yearsExperience
3 statesRegistered 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
27 years in the industry.
- Osaic Wealth, Inc.Sep 2023 to now
- American Wealth Strategy GroupAug 2018 to now
- Sagepoint Financial, Inc.Apr 2022 to Sep 2023
- Minnesota LifeAug 2018 to Apr 2022
- Securian Financial Services Inc.Aug 2018 to Apr 2022
- UnemployedFeb 2018 to Aug 2018
- The Prudential Insurance Company of AmericaJan 2000 to Feb 2018
- Pruco Securities, LLCNov 1999 to Feb 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2000
- Series 63 · Uniform Securities Agent State Law2007
State registrations
Registered as an investment adviser representative in 3 states (DE, PA, TX).
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
- 4081917
- Firm CRD
- 23131