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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2024-01-19
TX RA APPROVED_RES 2024-01-19
  • MN RA
    APPROVED
    Since 2024-01-19
  • TX RA
    APPROVED_RES
    Since 2024-01-19

Branch Locations

7500 Hwy 55 Ste 195, Golden Valley, MN 55427 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Woodbury Fianancial Services Inc. Golden Valley MN 01/2009 01/2024
Osaic Wealth, Inc. Golden Valley MN 01/2024 Present
  • 01/2009 → 01/2024
    Woodbury Fianancial Services Inc.
    Golden Valley, MN
  • 01/2024 → Present
    Golden Valley, MN
Previous Registrations
  • 2014-01-28 → 2024-01-19
    Woodbury Financial Services, Inc.
    Golden Valley, MN
Other Businesses

1) AMY EDGREN POSITION: Landlord NATURE: Personal Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/02/2013 ADDRESS: 6931 Peony Ln N, Maple Grove MN 55311, United States DESCRIPTION: I am renting my property to a tenant. 2) WOODHILL FINANCIAL, INC. POSITION: Owner NATURE: Corporation, Insurance agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 60 START DATE: 01/08/2007 ADDRESS: 7500 Hwy 55, Suite 195, Golden Valley MN 55427, United States DESCRIPTION: I am the sole owner of Woodhill Financial, Inc. There are no other owners involved in this business Woodhill Financial, Inc. is an insurance agency. Also, I act as an insurance producer within this activity which provides my clients with fixed insurance products, such as life insurance, health insurance, disability insurance, and long term care insurance. 3. AMY M EDGREN POSITION: Notary Public NATURE: I became a notary in Hennepin county on 1/31/2023. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/31/2023 ADDRESS: 7500 Hwy 55 #195, Golden Valley MN 55427, United States DESCRIPTION: As a notary, I act as an impartial witness during notarizations. I validate the signer's identity and confirm the signer's willingness and awareness to sign the document.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2009-03-10
  • S63 Uniform Securities Agent State Law Examination
    2009-03-10
Other Names
  • Amy M Edgren

View on SEC IAPD

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