David Lee Madetzke

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:

Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2024-06-14

MN RA
APPROVED

Since 2024-06-14

Branch Locations

Bloomington, MN • United States

1305 Vierling Drive, Shakopee, MN 55379 • 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

Organization	City	State	From	To
Royal Alliance Associates	Minneapolis	MN	04/2013	05/2022
Focus Financial	Minneapolis	MN	04/2013	05/2022
Securities America, Inc.	Shakopee	MN	06/2022	06/2024
Securities America Advisors	Shakopee	MN	06/2022	06/2024
Osaic Wealth, Inc.	Shakopee	MN	06/2024	Present
Osaic Wealth, Inc.	Shakopee	MN	06/2024	Present

04/2013 → 05/2022

Royal Alliance Associates

Minneapolis, MN
04/2013 → 05/2022

Focus Financial

Minneapolis, MN
06/2022 → 06/2024

Securities America, Inc.

Shakopee, MN
06/2022 → 06/2024

Securities America Advisors

Shakopee, MN
06/2024 → Present

Osaic Wealth, Inc.

Shakopee, MN
06/2024 → Present

Osaic Wealth, Inc.

Shakopee, MN

Previous Registrations

2022-06-02 → 2024-06-14

Securities America Advisors, Inc.

Shakopee, MN
2014-01-17 → 2022-06-01

Focus Financial

Shakopee, MN
2013-05-09 → 2019-12-10

Osaic Wealth, Inc.

Shakopee, MN

Minneapolis, MN

Scottsdale, AZ

Shakopee, MN
2012-02-07 → 2013-04-24

National Planning Corporation

Shakopee, MN

Maple Grove, MN
2009-01-07 → 2009-08-24

Equitable Advisors, Llc

Woodbury, MN

Minneapolis, MN

Other Businesses

1. BELAY FINANCIAL SERVICES POSITION: Insurance Agent NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/01/2022 ADDRESS: 1305 Vierling Drive, Shakopee MN 55379 DESCRIPTION: As a licensed insurance agent I will from time to time present and sell insurance products to clients as part of my holistic financial planning services. 2. BLOOMINGTON GIRLS HOCKEY ASSOCIATION POSITION: Hockey Coach NATURE: Volunteer Hockey Coach INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 10/15/2022 ADDRESS: 3600 W 98th Street, Bloomington MN 55431 DESCRIPTION: Coach Girls Hockey Team 3. DBA - Belay Financial Services 4. L & D MADETZKE IRREVOCABLE TRUST POSITION: Trustee NATURE: Irrevocable Trust - Currently holds 1 life insurance policies. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2001 ADDRESS: 2400 W. 95th Street, Bloomington MN 55431, United States DESCRIPTION: My two brothers and I are Trustees to our parents Irrevocable Trust. The Trust currently only holds a life insurance policy which we oversee.