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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 |
|---|---|---|---|
| MN | RA | APPROVED | 2024-01-19 |
Branch Locations
Cottage Grove, MN • United States
230 Hardman Avenue S., South St. Paul, MN 55075 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services, Inc. | Woodbury | MN | 02/2005 | 01/2024 |
| Osaic Wealth, Inc. | South St. Paul | MN | 01/2024 | Present |
1) HILL FINANCIAL; INVT REL; 1150 NORTHLAND DR, MENDOTA HEIGHTS MN 55120; INSURANCE; FINANCIAL ADVISOR; START 01/01/2012; 10 HRS/MO, NONE DURING TRADING; TERM LIFE INSURANCE SALES. 2)SOUTH WASHINGTON COUNTY SCHOOLS; NONINVT REL; 7362 E PT DOUGLAS RD S, COTTAGE GROVE MN 55016; GIRLS HIGH SCHOOL ASSIT HOCKEY COACH; START 01/01/2010; 30HR/MON; OHR/MON DURING TRADING. 3) BRUCE A. HILL POSITION: Insurance Agent NATURE: Insurance Agent INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/1989 ADDRESS: 9198 Jarvis Avenue S, Cottage Grove MN 55016, United States DESCRIPTION: Receive trails from previous sold New England Financial policies 4) SOUTH WASHINGTON SCHOOLS POSITION: Boys hockey coach NATURE: High School INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 11/12/2019 ADDRESS: 7362 E. Point Douglas Rd. S., Cottage Grove MN 55016, United States DESCRIPTION: Boys hockey coach. 5) HILL FINANCIAL POSITION: owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2004 ADDRESS: 230 Hardman Ave S, South St. Paul MN 55016, United States DESCRIPTION: I am the owner of Hill Financial, a sole proprietorship
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-12-13 |
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