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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 | 2023-07-27 |
| MN | RA | APPROVED | 2021-05-14 |
Branch Locations
4425 Hwy 169 N Suite 100, Plymouth, MN 55442 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thomas R. Hokr & Associates | Maple Grove | MN | 08/2008 | 09/2016 |
| Sii | Maple Grove | MN | 03/2015 | 09/2016 |
| Mhs Advisory Services, Llc | Maple Grove | MN | 03/2015 | 09/2016 |
| Jra Financial | Maple Grove | MN | 09/2016 | 12/2016 |
| Cetera Advisor Networks | El Segundo | CA | 09/2016 | 05/2021 |
| Advisornet Wealth Management | Maple Grove | MN | 01/2017 | 05/2021 |
| Advisornet Financial Inc. Dba Jra Financial | Maple Grove | MN | 01/2017 | 03/2020 |
| Advisornet Financial Inc. Dba Advisornet Financial Partners | Maple Grove | MN | 04/2019 | 05/2021 |
| Royal Alliance | Maple Grove | MN | 05/2021 | Present |
1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 10/2016 APX NUMBER OF HOURS PER WEEK: 4 APX NUMBER OF HOURS DURING TRADING HOURS: 4 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, ANNUITIES, AND LONG TERM CARE 2) TA HARDWOOD LLC POSITION: Partner/Owner NATURE: This is a partnership LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/05/2022 ADDRESS: 7098 Trenton LN N, Maple Grove MN 55369, United States DESCRIPTION: I produce wood decor products that are sold on Etsy. 3) JMAE, LLC POSITION: N/A NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/07/2022 ADDRESS: 4425 Hwy 169 North, Suite 100, Plymouth MN 55442, United States DESCRIPTION: Simple LLC - No real description 4) TYLER ARMSTRONG FINANCIAL, LLC (ENCORE FINANCIAL) POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/14/2021 ADDRESS: 5933 Gettysburg Ave North, New Hope MN 55428, United States DESCRIPTION: This is simply an LLC not public facing 5) CABIN RENTAL POSITION: Owner NATURE: This is a partnership vacation home, that is rented a few weekends in the summer. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2025 ADDRESS: 290 240th Ave, #103, Arnolds Park IA 51331, United States DESCRIPTION: I help maintain the home. 6) BUILDING 4425 LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/31/2026 ADDRESS: 4425 Highway 169, Plymouth MN 55442, United States DESCRIPTION: Co-owner and board member of a commercial office building ownership entity. Responsibilities include participating inboard meetings, reviewing and approving annual budgets, overseeing property management and building operations,evaluating capital improvements, approving vendor contracts and major expenditures, monitoring financialperformance, and making strategic decisions regarding the ownership and operation of the property. No investmentadvisory, securities, or financial planning services are provided through this entity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-17 |
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