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Robert Raymond Rollauer

Osaic Wealth, Inc.

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About Robert Raymond Rollauer

Robert Raymond Rollauer has been in the financial services industry since December 9, 1979. Robert is currently registered with Osaic Wealth, Inc. in Atlanta, Georgia. Robert has been registered with the firm since January 24, 2025. Robert was previously registered with THE LINCOLN NATIONAL LIFE INSURANCE COMPANY in Atlanta, Georgia and CIGNA FINANCIAL ADVISORS,INC. in Radnor, Pennsylvania. Robert has passed the Series 63, Series 22TO, Series 6TO, SIE and Series 1 exams. Robert is licensed in Colorado, Georgia, Iowa, New York, North Carolina, Tennessee and Washington. Robert is also registered as an Investment Advisor Representative (IAR) in Georgia. Robert is active in the insurance industry as an agent for disability, fixed annuity, equity indexed annuity, life settlement and traditional life products.

Firm Information

Robert Rollauer is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Rollauer’s Registration & Firm History

GA

01/24/2025 - Present

Osaic Wealth, Inc. (ATLANTA GA)

GA

01/08/2003 - 06/15/2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (ATLANTA GA)

PA

12/10/1979 - 06/01/1998

CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)

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Licenses & Designations

BC

Issued 12/04/1979

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 22TO - Direct Participation Programs Representative Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/03/1979

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Raymond Rollauer.
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