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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2024-06-14 |
Branch Locations
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-10-08 |
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