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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2026-02-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel Independent Advisors, Llc | Homer Glen | IL | 03/2005 | 02/2026 |
| Osaic Wealth, Inc. | Homer Glen | IL | 02/2026 | Present |
1. JEFFREY J. OPRONDEK POSITION: Financial Advisor NATURE: Annuity and Life Insurance business INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/13/2026 ADDRESS: 13121 W Mulraney Drive, Homer Glen IL 60491, United States DESCRIPTION: Selling annuities and life insurance to the clients for whom it is appropriate.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 1991-01-10 |
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