Dayne Jared Quist

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

• 11/2011 → 02/2019
  Woodbury Financial Services
  Oakdale, MN
• 06/2006 → Present
  St. Croix National Golf Course
  Somerset, WI
• 02/2019 → Present
  Woodbury Financial
  Oakdale, MN
• 01/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Previous Registrations

• 2023-01-26 → 2024-01-19
  Woodbury Financial Services, Inc.
  Oakdale, MN

Exams

• S66 Uniform Combined State Law Examination
  2023-01-18

Other Names

• Dayne Jarred Quist