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Bridget M Baughman

Osaic Wealth, Inc.

Walled Lake, MI

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-01-19
  • MI RA
    APPROVED
    Since 2024-01-19

Branch Locations

528 N Pontiac Trail, Walled Lake, MI 48390 • 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
Questar Capital Corporation Minneapolis MN 01/2009 03/2019
Questar Asset Management Minneapolis MN 11/2015 03/2019
Woodbury Financial Services, Inc. Brighton MI 03/2019 Present
Woodbury Financial Services, Inc. Brighton MI 03/2019 01/2024
Osaic Wealth, Inc. Brighton MI 01/2024 Present
  • 01/2009 → 03/2019
    Questar Capital Corporation
    Minneapolis, MN
  • 11/2015 → 03/2019
    Questar Asset Management
    Minneapolis, MN
  • 03/2019 → Present
    Woodbury Financial Services, Inc.
    Brighton, MI
  • 03/2019 → 01/2024
    Woodbury Financial Services, Inc.
    Brighton, MI
  • 01/2024 → Present
    Brighton, MI
Previous Registrations
  • 2019-03-01 → 2024-01-19
    Woodbury Financial Services, Inc.
    Brighton, MI
  • 2017-08-26 → 2019-03-01
    Questar Asset Management, Inc.
    Howell, MI
    Minneapolis, MN
Other Businesses

1) CLEAR STRATEGY POSITION: Agent NATURE: Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/06/2017 ADDRESS: 403 E Grand River Ave, Brighton MI 48116, United States DESCRIPTION: Review client's insurance, advise clients on their insurance, suggest/proposal of insurance, service clients insurance. 2) PLATINUM WEALTH MANAGEMENT GROUP POSITION: Advisor NATURE: corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 04/22/2024 ADDRESS: 38600 Van Dyke Ave, Suite 230, Sterling Heights MI 48312, United States DESCRIPTION: prospect for new clients Maintain book of business advise clients 3) ROCKBRIDGE POSITION: owner/operator NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 04/22/2024 ADDRESS: 528 N Pontiac Trail, Walled Lake MI 48393, United States DESCRIPTION: Tax preparation - during tax season Tax planning off season

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-26
S63 Uniform Securities Agent State Law Examination 2009-05-29
  • S66 Uniform Combined State Law Examination
    2017-08-26
  • S63 Uniform Securities Agent State Law Examination
    2009-05-29

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