Lee Allen Scharenberg
Investment Adviser Representative at Osaic Advisory Services, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Lee Allen Scharenberg is an investment adviser representative with Osaic Advisory Services, LLC in Coeur D'alene, ID, where they have been registered since 2024. They have worked in the securities industry since 1983 and have been registered with 6 firms, including Arbor Point Advisors and Securities America Advisors, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Idaho and Texas.
Registrations & licenses
- Investment adviser:
- Idaho, Texas
- Broker:
3 states and territories
Idaho, Texas, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- KMS Financial ServicesDec 2003 – Nov 2020Seattle, WA
- Securities America, Inc.Nov 2020 – Jun 2024Coeur De'alene, ID
- Securities America Advisors, Inc.Nov 2020 – Jun 2024Coeur D`alene, ID
- Arbor Point AdvisorsDec 2020 – Nov 2024Coeur D`alene, ID
- Osaic Wealth, Inc.Jun 2024 – no end date reportedCoeur De'alene, ID
- Osaic Advisory Services, LLCNov 2024 – no end date reportedAtlanta, GA
Official records & sources
Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Osaic Advisory Services, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Retirement Income Strategies, Investments, Life Insurance, Wealth Management, IRA/401(k) Rollovers, Tax Management Strategies, Annuities, Asset Management Strategies, and IRA Legacy Planning
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 358
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Atlanta, GA
- SEC file number:
- 801-80075
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 28, 2026
View full firm profileOther advisors at Osaic Advisory Services, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lee Allen Scharenberg has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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