Donald Andrew Bogue
Investment adviser representative at Osaic Wealth, Inc.
10 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
10 years in the industry.
- Osaic Wealth, Inc.Jan 2025 to now
- Lincoln Financial AdvisorsJul 2020 to Jan 2025
- UnemployedMar 2020 to Jul 2020
- LPL Financial, LLCOct 2019 to Mar 2020
- Hd Vest Advisory ServicesJul 2019 to Oct 2019
- Hd Vest Insurance Agency, LLCJul 2019 to Oct 2019
- Hd Vest Investment ServicesJul 2019 to Oct 2019
- King Wealth Planning, Inc.Mar 2016 to Jul 2019
- LPL Financial LLCMar 2016 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6629709
- Firm CRD
- 23131