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Rachel Beth Bukacek

Osaic Wealth, Inc.

Scottsdale, AZ

CRD 2885699

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

Branch Locations

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • UNITED STATES

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rachel Harden Bukacek Papillion NE 02/1993 Present
Securities America, Inc. Omaha NE 03/1997 Present
Securities America Advisors, Inc. Omaha NE 07/2003 Present
All Pro Access, Llc Fort Calhoun NE 10/2007 Present
Iron Man Studio Monroe NC 10/2007 Present
Rachel Bukacek Monroe NC 08/2000 Present
Osaic Wealth, Inc. Jersey City NJ 06/2024 Present
Osaic Wealth, Inc. Jersey City NJ 06/2024 Present
  • 02/1993 → Present
    Rachel Harden Bukacek
    Papillion, NE
  • 03/1997 → Present
    Securities America, Inc.
    Omaha, NE
  • 07/2003 → Present
    Securities America Advisors, Inc.
    Omaha, NE
  • 10/2007 → Present
    All Pro Access, Llc
    Fort Calhoun, NE
  • 10/2007 → Present
    Iron Man Studio
    Monroe, NC
  • 08/2000 → Present
    Rachel Bukacek
    Monroe, NC
  • 06/2024 → Present
    Jersey City, NJ
  • 06/2024 → Present
    Jersey City, NJ
Previous Registrations
  • 2003-07-23 → 2024-06-14
    Securities America Advisors, Inc.
    Omaha, NE
    La Vista, NE
Other Businesses

SAA POSITION: none NATURE: SECURITIES AMERICA ADVISORS, INC. - Investment Advisory - INVESTMENT ADVISOR REPRESENTATIVE - Investment Related - Start date: 7/2003 - Located at 12325 PORT GRACE BLVD., LA VISTA, NE 68128-8204 INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2003 ADDRESS: 12325 Port Grace, LaVista NE 68128 DESCRIPTION: I have no advisory clients, I am an employee of SAI with no advisory clients

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1998-10-08
  • S66 Uniform Combined State Law Examination
    1998-10-08
Other Names
  • Rachel Beth Stuck
  • Rachel B Harden
  • Rachel Stuck
  • Rachel Beth Harden
  • Rachel Beth Bukacek
  • Rachel Beth Bukacek
  • Rachel Beth Harden

View on SEC IAPD

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