Todd Edward Desberg

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

• 02/2013 → 08/2019
  First Financial Equity Corporation
  Scottsdale, AZ
• 08/2019 → 01/2024
  Woodbury Financial Services Inc
  Scottsdale, AZ
• 01/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2019-08-07 → 2024-01-19
  Woodbury Financial Services, Inc.
  Scottsdale, AZ
  Mckinney, TX
  Scottsdale, AZ
• 2013-02-08 → 2019-08-07
  Ffec Wealth Partners Llc
  Scottsdale, AZ
  Scottsdale, AZ
  Scottsdale, AZ
• 2010-11-19 → 2013-02-04
  Nova Financial Services
  Tucson, AZ
• 2007-11-08 → 2010-11-15
  Woodbury Financial Services, Inc.
  Tucson, AZ

Other Businesses

1) DESBERG FINANCIAL POSITION: Financial Advisor NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 04/15/1999 ADDRESS: 9375 E. Shea Blvd., Suite 100, Attn: Todd Desberg, CFF, Scottsdale AZ 85260, United States DESCRIPTION: Providing clients with Fixed income solutions for comprehensive financial planning. 2) SINGLE TRACK ARIZONA RIDERS FOUNDATION POSITION: Board Officer/ Secretary NATURE: Company Type: Domestic Nonprofit Corporation Jurisdiction: Arizona (US) INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 1 START DATE: 01/18/2023 ADDRESS: 18924 N 43rd Way, PHOENIX AZ 85050, United States DESCRIPTION: Serving the organization as the Secretary on the Board of Directors?. Supporting the organization's effort to help get more kids on bikes and sharing the ride with a team focused on fun, inclusivity, equity, respect and community. Designated Head Coach for the mountain bike team's youth program and the local Middle/ High School race league. Expanding new membership through website development and online marketing with social media. Promoting scholarship programs for student athletes in need of a Certified Coach, mechanical support and/ or equipment sponsorships.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-10-16
• S63 Uniform Securities Agent State Law Examination
  2000-05-01