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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2023-09-01 |
Branch Locations
1207 Sinclair Drive, Jerseyville, IL 62052 • United States
300 Commerce Blvd. Suite F, Jerseyville, IL 62052 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial | Jerseyville | IL | 10/2010 | Present |
| Osaic Wealth, Inc. | Jerseyville | IL | 09/2023 | Present |
1)KAREN WEIBLE POSITION: SOLE PROPRIETOR NATURE: SOLE PROPRIETORSHIP INVESTMENT RELATED: NO NUMBER OF HOURS: 10 INVESTMENT RELATED HOURS: 10 START DATE: 06/02/2014 ADDRESS: 1207 SINCLAIR DRIVE, JERSEYVILLE IL 62052 DESCRIPTION: FINANCIAL ANALYSIS 2)WEIBLE DIVORCE FINANCIAL SOLUTIONS POSITION: Sole Proprietor NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/02/2014 ADDRESS: 1207 Sinclair Drive, Jerseyville IL 62052 DESCRIPTION: Financial analysis
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-17 |
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