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Osaic Wealth, Inc. CRD 23131
$235B regulatory AUM 56,660 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-09-01 |
| WA | RA | APPROVED | 2023-09-01 |
Branch Locations
1777 Ne Cesar E Chavez Boulevard, Portland, OR 97212 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial | Phoenix | AZ | 01/2009 | Present |
| Osaic Wealth, Inc. | Portland | OR | 09/2023 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 1989-07-03 |
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