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Matthew Robert Mullin

Osaic Wealth, Inc.

Lincoln, NE

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2024-01-19
  • NE RA
    APPROVED
    Since 2024-01-19

Branch Locations

5550 S 59Th St Ste 23, Lincoln, NE 68516 • 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
Questar Capital Corporation Minneapolis MN 10/2012 03/2019
Questar Asset Management Minneapolis MN 03/2016 03/2019
Woodbury Financial Services, Inc. Lincoln NE 03/2019 Present
Woodbury Financial Services, Inc. Lincoln NE 03/2019 01/2024
Osaic Wealth, Inc. Lincoln NE 01/2024 Present
  • 10/2012 → 03/2019
    Questar Capital Corporation
    Minneapolis, MN
  • 03/2016 → 03/2019
    Questar Asset Management
    Minneapolis, MN
  • 03/2019 → Present
    Woodbury Financial Services, Inc.
    Lincoln, NE
  • 03/2019 → 01/2024
    Woodbury Financial Services, Inc.
    Lincoln, NE
  • 01/2024 → Present
    Lincoln, NE
Previous Registrations
  • 2019-03-01 → 2024-01-19
    Woodbury Financial Services, Inc.
    Lincoln, NE
  • 2016-04-05 → 2019-03-01
    Questar Asset Management, Inc.
    Lincoln, NE
    Minneapolis, MN
Other Businesses

MULLIN FINANCIAL SERVICES POSITION: President NATURE: Mullin Financial is a LLC. Fixed Life, LTC, Disability Ins, Fixed Annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 15 START DATE: 03/01/2000 ADDRESS: 5550 S 59th Street Ste 23, Lincoln NE 68516, United States DESCRIPTION: Business owner, see clients and meet their needs with different products.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-04-01
S63 Uniform Securities Agent State Law Examination 2000-04-25
  • S65 Uniform Investment Adviser Law Examination
    2016-04-01
  • S63 Uniform Securities Agent State Law Examination
    2000-04-25

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