Jeffrey Robert Cardenas

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2002 → Present
  R C Insurance Services, Inc.
  Hartland, WI
• 10/2007 → 01/2024
  Woodbury Financial Services, Inc
  Woodbury, MN
• 01/2024 → Present
  Osaic Wealth, Inc.
  Hartland, WI

Previous Registrations

• 2007-10-17 → 2024-01-19
  Woodbury Financial Services, Inc.
  Hartland, WI

Other Businesses

1) VIZANCE, INC. POSITION: President NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 120 START DATE: 08/01/2002 ADDRESS: 1320 Walnut Ridge Dr., Suite 200, Hartland WI 53029, United States DESCRIPTION: President of an independent insurance agency providing Property & Casualty and Life & Health insurance (fixed) 2) MAHICO, LLC POSITION: member NATURE: Real estate investments INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2011 ADDRESS: 1320 Walnut Ridge Dr, Suite 200, Hartland WI 53029, United States DESCRIPTION: oversee investments

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-07-31