Marc Robert Rutkowski

Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2024-01-19
MA	RA	APPROVED	2024-01-19
NH	RA	APPROVED	2024-01-19
TX	RA	APPROVED_RES	2024-01-19

IL RA
APPROVED

Since 2024-01-19
MA RA
APPROVED

Since 2024-01-19
NH RA
APPROVED

Since 2024-01-19
TX RA
APPROVED_RES

Since 2024-01-19

Branch Locations

16620 S 107Th Ct, Orland Park, IL 60467 • 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
Woodbury Financial Services	Orland Park	IL	08/2005	01/2024
Osaic Wealth, Inc.	Orland Park	IL	01/2024	Present

08/2005 → 01/2024

Woodbury Financial Services

Orland Park, IL
01/2024 → Present

Osaic Wealth, Inc.

Orland Park, IL

Previous Registrations

2009-09-23 → 2024-01-19

Woodbury Financial Services, Inc.

Orland Park, IL

Orland Park, IL

Other Businesses

1. THE LINEAGE GROUP POSITION: Advisor NATURE: DBA Branding name for our business. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2016 ADDRESS: 16620 S. 107th Ct, Orland Park IL 60467, United States DESCRIPTION: It's my DBA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2009-09-04
S63	Uniform Securities Agent State Law Examination	2000-04-22

S65 Uniform Investment Adviser Law Examination

2009-09-04
S63 Uniform Securities Agent State Law Examination

2000-04-22

View on SEC IAPD

Current Employers

Osaic Wealth, Inc.

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

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