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Walter Frank Denkers

Osaic Wealth, Inc.

Vancouver, WA

Portland, OR

CRD 1962857

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Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2023-09-01
WA RA APPROVED 2023-09-01
  • OR RA
    APPROVED
    Since 2023-09-01
  • WA RA
    APPROVED
    Since 2023-09-01

Branch Locations

Vancouver, WA • United States

1777 Ne Cesar E Chavez Boulevard, Portland, OR 97212 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Sagepoint Financial Phoenix AZ 01/2009 Present
Osaic Wealth, Inc. Portland OR 09/2023 Present
  • 01/2009 → Present
    Sagepoint Financial
    Phoenix, AZ
  • 09/2023 → Present
    Portland, OR
Previous Registrations
  • 2005-10-31 → 2023-09-01
    Osaic Services, Inc.
    Portland, OR
  • 2005-01-06 → 2005-10-31
    Sunamerica Securities, Inc.
    Portland, OR
Other Businesses

1. WALTER F. DENKERS POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 10 START DATE: 01/01/1988 ADDRESS: 2225 NE Parkview Dr Vancouver, WA 98686, Vancouver WA 98686, United States DESCRIPTION: Providing Life/Health/fixed annuities

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-10-25
S63 Uniform Securities Agent State Law Examination 1989-07-03
  • S65 Uniform Investment Adviser Law Examination
    1993-10-25
  • S63 Uniform Securities Agent State Law Examination
    1989-07-03

View on SEC IAPD

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