Mary C Galvin

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

• 08/2007 → 01/2024
  Woodbury Financial Services
  Oak Brook, IL
• 01/2024 → Present
  Osaic Wealth, Inc.
  Oak Lawn, IL

Previous Registrations

• 2007-08-03 → 2024-01-19
  Woodbury Financial Services, Inc.
  Oak Lawn, IL
  Oak Lawn, IL
  Oakbrook Terrace, IL
• 2004-08-12 → 2007-08-07
  Equitable Advisors, Llc
  Oak Brook, IL
  Oakbrook, IL
• 2004-02-13 → 2004-08-12
  Mony Securities Corporation
  Oak Brook, IL

Other Businesses

1) THORNTON POWELL POSITION: Agent NATURE: Property Casualty Insurance/ Health Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/20/2010 ADDRESS: 5550 W 147th Street, Oak Forest IL 60452, United States DESCRIPTION: I give referrals for P& C and health insurance to clients as needed. 2) MARY C GALVIN POSITION: None NATURE: Rental of 2 boat slips INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2020 ADDRESS: 227 Woodland Lane, Oconomowoc WI 53066, United States DESCRIPTION: I have 2 boat slips attached to a second property that I rent to neighbors. 3) MARY C GALVIN POSITION: None NATURE: Prepare approx. 20 tax returns INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/19/1981 ADDRESS: 10105 S Kilbourn Avenue, Oak Lawn IL 60453, United States DESCRIPTION: Prepare tax returns with turbo tax software

Exams

• S66 Uniform Combined State Law Examination
  2004-01-09
• S63 Uniform Securities Agent State Law Examination
  2001-10-22

Other Names

• Mary Catherine Weis
• Mary C. Galvin
• Mary Catherine Galvin