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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-25 |
| CO | RA | APPROVED | 2023-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Greenwood Village | CO | 02/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Greenwood Village | CO | 11/2016 | 04/2021 |
| Fsc | Arvada | CO | 04/2021 | 11/2023 |
| Osaic Wealth, Inc. | Arvada | CO | 11/2023 | Present |
1) TIM'S TENNIS TIME POSITION: Owner NATURE: I have a tennis instructing business that is under the name Tim's Tennis Time LLC INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 0 START DATE: 07/18/2020 ADDRESS: 17657 W 87th Ave, Arvada CO 80007, United States DESCRIPTION: I serve as a tennis instructor and coach for students of varying abilities and skill level. 2) JENSEN PLANNING LLC POSITION: Managing Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 2 START DATE: 05/06/2021 ADDRESS: 17657 W 87th Ave, ARVADA CO 80007, United States DESCRIPTION: I create financial plans for clients, invest their monies in various securities and write insurance for their protection needs
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-30 |
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