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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 |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-24 |
Branch Locations
2000 Town Center Suite 1625, Southfield, MI 48075 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Southfield | MI | 05/2006 | 01/2025 |
| Osaic Wealth, Inc. | Southfield | MI | 01/2025 | Present |
1) LAURA HOLLINSHEAD 2000 TOWN CENTER, STE. 1625, SOUTHFIELD, MI 48075 CATEGORY: NOTARY PUBLIC INVESTMENT RELATED: NO TITLE: NOTARY PUBLIC DUTIES: NOTARIZE SIGNATURES AS REQUESTED. START DATE: 8/16/19 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-08 |
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