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Ann Marie Brown

Osaic Wealth, Inc.

Scottsdale, AZ

CRD 4214896

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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
NE RA APPROVED 2024-06-14
  • NE RA
    APPROVED
    Since 2024-06-14

Branch Locations

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • 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 Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 06/2000 → Present
    Securities America, Inc.
    Omaha, NE
  • 05/2004 → Present
    Securities America Advisors, Inc.
    Omaha, NE
  • 08/2011 → Present
    Cabela'S
    La Vista, NE
  • 06/2024 → Present
    Jersey City, NJ
Previous Registrations
  • 2004-05-07 → 2024-06-14
    Securities America Advisors, Inc.
    La Vista, NE
    Omaha, NE
    La Vista, NE
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-04-29
  • S66 Uniform Combined State Law Examination
    2004-04-29
Other Names
  • Ann Marie Wilson
  • Ann Marie Wilson

View on SEC IAPD

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