Matthew D Bednarz

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

• 03/2002 → Present
  Legacy Wealth Mgmt
  Dallas, TX
• 11/2006 → 01/2024
  Woodbury Financial
  Woodbury, MN
• 01/2024 → Present
  Osaic Wealth, Inc.
  Dallas, TX

Previous Registrations

• 2007-03-22 → 2024-01-19
  Woodbury Financial Services, Inc.
  Mckinney, TX
  Dallas, TX
  Mckinney, TX
  Dallas, TX
  Dallas, TX

Other Businesses

1. LEGACY INVESTMENT SERVICES INC; INVT REL; 15851 N. DALLAS PARKWAY SUITE 525, ADDISON, TX 75001; INSURANCE AND INVESTMENT SALES; SENIOR PARTNER, REGISTERED REPRESENTATIVE, INVESTMENT ADVISOR REPRESENTATIVE; START 10/01/2002; 160 HRS/MTH; 123 HRS/MTH DURING TRADING; INSURANCE AND INVESTMENT SALES. 2. LEGACY INVESTMENT SERVICES, INC. POSITION: Director & Senior Partner NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 11/01/2001 ADDRESS: 15851 N. Dallas Parkway, Suite 525, Addiosn TX 75001 DESCRIPTION: My duties include updating marketing materials, preparing and delivering group study webinars, conducting individual advisor coaching calls and working with the Legacy team leaders on priorities for the enterprise. 3. LEGACY ADVISOR NETWORK, INC. POSITION: Director NATURE: Corporation providing services and education to independent financial advisors. INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 15 START DATE: 11/01/2017 ADDRESS: 4430 Wayside Drive, Naples FL 34119, United States DESCRIPTION: Duties include managing recruiting activities, developing services and member resources, conducting member webinars, advisor consulting, organizing member meetings, overseeing billing, member onboarding and financial reporting to owners

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-12-05
• S63 Uniform Securities Agent State Law Examination
  2002-10-01

Other Names

• Matt D Bednarz