Wayne Roy Bellinger
Investment adviser representative at Osaic Institutions, Inc.
14 yearsExperience
1 stateRegistered in
ChFC®Designation
$6.5BFirm assets
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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
14 years in the industry.
- Osaic Institutions, inc.Nov 2023 to now
- Bellco Credit UnionApr 2012 to now
- Cuso Financial Services, LPApr 2012 to Nov 2023
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
State registrations
Registered as an investment adviser representative in 1 state (CO).
Osaic Institutions, Inc.
$6.5BAssets managed
16,312Clients
537Advisers
19 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
- 4118097
- Firm CRD
- 35371