Matthew Charles Spiczka

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2015 → Present
  Mhs Companies
  Maple Grove, MN
• 01/2023 → Present
  Royal Alliance Associates, Inc.
  Maple Grove, MN

Other Businesses

1. MHS ADVISORY SERVICES POSITION: Insurance Advisor NATURE: Corporation/ Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 03/19/2015 ADDRESS: 11330 86th Ave N, Maple Grove MN 55369, United States DESCRIPTION: Provide insurance services to individuals and businesses 2. THOMAS R HOKR AND ASSOCIATES POSITION: Service Personell NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 11/01/2022 ADDRESS: 11330 86th Ave N, Maple Grove MN 55369, United States DESCRIPTION: Managing administrative tasks for health insurance client

Exams

• S66 Uniform Combined State Law Examination
  2023-05-09