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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 |
|---|---|---|---|
| NE | RA | APPROVED | 2024-06-14 |
Branch Locations
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • 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 |
|---|---|---|---|---|
| Securities America, Inc. | Omaha | NE | 06/2000 | Present |
| Securities America Advisors, Inc. | Omaha | NE | 05/2004 | Present |
| Cabela'S | La Vista | NE | 08/2011 | Present |
| Osaic Wealth, Inc. | Jersey City | NJ | 06/2024 | Present |
1. ANN BROWN FITNESS INSTRUCTOR POSITION: Fitness Instructor NATURE: Teaching Zumba Fitness classes and Pound fitness classes. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/07/2014 ADDRESS: 10787 Brentwood Dr, Apt 2B, LaVista NE 68128 DESCRIPTION: Teaching Zumba Fitness classes and Pound fitness classes at various locations in Omaha, NE. 2. INDEPENDENT JORDAN ESSENTIALS CONSULTANT POSITION: Independent Consultant NATURE: I am an independent consultant for Jordan Essentials. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/22/2024 ADDRESS: 10787 Brentwood Dr, Apt 2B, LaVista NE 68128 DESCRIPTION: I will be selling health and wellness items via online parties and via my website. 3. YOUNG LIVING ESSENTIAL OILS POSITION: Brand Partner NATURE: I am an independent consultant for Young Living. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/30/2025 ADDRESS: 12325 Port Grace Blvd, Apt 2B, LaVista NE 68128, United States DESCRIPTION: I will be selling essential oils and other health and wellness items via online parties and via my share link. 4. BARISTA WITH JAVA MOMMA POSITION: Barista/Independent Consultant NATURE: I am an independent consultant selling coffee, tea and other similar products for Java Momma. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/03/2026 ADDRESS: 10787 Brentwood Dr, Apt 2b, LaVista NE 68128, United States DESCRIPTION: I will be selling coffee, tea and similar products via online parties, my website and social media. 5. INDEPENDENT BEAUTY CONSULTANT WITH MARY KAY POSITION: Independent Consultant NATURE: I am an independent beauty consultant with Mary Kay. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/03/2026 ADDRESS: 10787 Brentwood Dr, Apt 2B, LaVista NE 68128, United States DESCRIPTION: I will be selling beauty products via online parties and my website and social media. I also joined for discounted products to use personally. 6. INDEPENDENT FABULA AFFILIATE POSITION: Independent Affiliate NATURE: I am an independent consultant (affiliate) for FABULA. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/27/2026 ADDRESS: 10787 Brentwood Dr, Apt 2B, LaVista NE 68128, United States DESCRIPTION: I will be selling bags, accessories and clothing items via online parties and via my website.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-29 |
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