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Osaic Advisory Services, LLC CRD 171070
$15.5B regulatory AUM 170 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-01-16 |
Branch Locations
1910 Vindicator Dr Suite 104, Colorado Springs, CO 80919 • United States
112 West D Street Suite 201 D, Pueblo, CO 81003 • United States
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Colorado Springs | CO | 08/2011 | 01/2024 |
| Triad Advisors | Norcross | GA | 01/2024 | 08/2024 |
| Triad Hybrid Solutions | Norcross | GA | 01/2024 | Present |
| Osaic Wealth, Inc. | Colorado Springs | CO | 08/2024 | Present |
1. GROWTH PARTNERSHIP, LLC DBA LIFE WELL LIVED FINANCIAL GROUP POSITION: Business Director NATURE: Growth Partnership LLC DBA Life Well Lived Financial Group: LLC and DBA is a trademark name with SOS. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/20/2022 ADDRESS: 1910 Vindicator Dr., Suite #104, Colorado Springs CO 80919, United States DESCRIPTION: Human resources including payroll, hiring, onboarding and offboarding employees, managing expenses of the practice, administrative & operational support, advisor transitions into the practice, trading, high level practice functions, compliance management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-19 |
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