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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 |
|---|---|---|---|
| NE | RA | APPROVED | 2025-12-05 |
| TX | RA | APPROVED | 2025-11-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Columbus | NE | 04/2012 | 02/2020 |
| Securities America Advisors | Columbus | NE | 01/2017 | 02/2019 |
| First Nebraska Bank | Columbus | NE | 06/2018 | 11/2025 |
| Lpl Financial Llc | Columbus | NE | 02/2020 | 11/2025 |
| Osaic Wealth, Inc. | Columbus | NE | 10/2025 | Present |
1) Iron Point Financial Advisors - IAR - Start Date 11/17/2025 - Full Time 2) 07/14/2025 - The Good Life Stock Dog Series- Not Investment Related - Non-Profit Board Member - Nebraska. - Start Date:07/08/2025 - 2 Hrs/Mth - 15 Hrs total annually During Trading. 3) MEGAN VOELKER POSITION: Self NATURE: Insurance sales - independent - medicare, life, health INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 8 START DATE: 10/01/2023 ADDRESS: 114 Road X, Leigh NE 68643, United States DESCRIPTION: Insurance sales & service 4) THE GOOD LIFE STOCK DOG SERIES POSITION: Secretary NATURE: non profit sports team/club INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2025 ADDRESS: 3606 Road K, Superior NE 68978, United States DESCRIPTION: Help organize competitions & raffle items for year end prizes, keep meeting minutes 5) VOELKER COUNTY CORNER, LLC POSITION: Owner NATURE: Breed, whelp, & raise working registered Border Collies for clients & myself. Trialing as well. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 6 START DATE: 03/20/2025 ADDRESS: 114 Road X, Leigh NE 68643, United States DESCRIPTION: Care for dogs, raise puppies & train them to be good citizens & prep them for on-stock training, record keeping, healthcare, trial/compete with personal dog
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-21 |
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