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Detailed Report
LAURA G COGDELL
Laura Gustafson Cogdell, LAURA KAY GUSTAFSON
CRD#: 4985850
IA
Investment Adviser
B
Broker
OSAIC WEALTH, INC.CRD#: 23131 833 ALDER CREEK DRIVE
SUITE A
MEDFORD, OR 97504-8908
Registration History
20082010201220142016201820202022202420262 FIRMS2019 - 2023 (4 years)2 FIRMS2023 - Present (1 year)BSAGEPOINT FINANCIAL, INC. (CRD# 133763)2007 - 2017 (9 years)IASAGEPOINT FINANCIAL, INC. (CRD# 133763)2011 - 2017 (6 years)
License(s)

State Registrations

B
Oregon 9/1/2023
IA
Oregon 9/1/2023

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
OSAIC WEALTH, INC. (CRD#:23131)
833 ALDER CREEK DRIVE SUITE A, MEDFORD, OR 97504-8908
Registered with this firm since 9/1/2023
B
OSAIC WEALTH, INC. (CRD#:23131)
833 ALDER CREEK DRIVE SUITE A, MEDFORD, OR 97504-8908
Registered with this firm since 9/1/2023
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 07/01/2019 - 09/01/2023 SAGEPOINT FINANCIAL, INC. (CRD#:133763) MEDFORD, OR
B
 07/02/2019 - 09/01/2023 SAGEPOINT FINANCIAL, INC. (CRD#:133763) MEDFORD, OR
IA
 04/12/2011 - 07/13/2017 SAGEPOINT FINANCIAL, INC. (CRD#:133763) MEDFORD, OR
B
 11/01/2007 - 07/13/2017 SAGEPOINT FINANCIAL, INC. (CRD#:133763) MEDFORD, OR
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.