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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 |
|---|---|---|---|
| MS | RA | APPROVED | 2024-01-19 |
Branch Locations
3000 Highway 589 Suite A, Hattiesburg, MS 39402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of South Mississippi | Hattiesburg | MS | 02/2003 | Present |
| Woodbury Financial Services Inc | Hattiesburg | MS | 04/2008 | 01/2024 |
| Osaic Wealth, Inc. | Hattiesburg | MS | 01/2024 | Present |
1) RYAN FINANCIAL SERVICES - FIXED INSURANCE POSITION: President NATURE: Ryan Financial Services provides investment and financial planning advice, investment analysis and planning, and investment of assets for clients. Also sell and service term and permanent life insurance products, annuities, Long Term Care products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 150 START DATE: 03/12/2018 ADDRESS: 3000 Highway 589, Suite A, Hattiesburg MS 39402, United States DESCRIPTION: Isell and service term, fixed annuities, long term care, fixed life insurance products and fixed annuities. This is also my Marketing name for my Securities business with Woodbury Financial Services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-09 |
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