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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 |
|---|---|---|---|
| IN | RA | APPROVED | 2026-05-01 |
| AZ | RA | APPROVED | 2025-01-24 |
Branch Locations
Paradise Valley, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hynes Benefits Consulting, Llc | Paradise Valley | AZ | 01/2003 | Present |
| Lincoln Financial Securities Corporation | Paradise Valley | AZ | 10/2015 | 01/2025 |
| Osaic Wealth, Inc. | Paradise Valley | AZ | 01/2025 | Present |
1) HYNES BENEFITS CONSULTING, LLC. 6908 E JACKRABBIT ROAD PARADISE VALLEY, AZ CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT/OWNER DUTIES: OFFERS ACCIDENT & HEALTH INSURANCE, DISABILITY INSURANCE, HEALTH SAVINGS ACCOUNTS AND TRADITIONAL LIFE INSURANCE PRODUCTS. START DATE: 01/2003 HOURS PER MONTH: 160 HOURS PER MONTH DURING TRADING HOURS: 80. 2) HYNES BENEFITS FINANCIAL SERVICES 2999 N STREET, SUITE 325 PHOENIX, AZ CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: OWNER/AGENT DUTIES: OFFERS FIXED/INDEXED ANNUITIES, LONG-TERM CARE INSURANCE AND TRADITIONAL LIFE INSURANCE PRODUCTS. START DATE: 03/2018 HOURS PER MONTH: 100 HOURS PER MONTH DURING TRADING HOURS: 100.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 2004-05-27 |
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