Best Investors Account Sign in
Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-09-08
FL RA APPROVED 2023-09-07
MN RA APPROVED 2023-09-01
  • TX RA
    APPROVED
    Since 2023-09-08
  • FL RA
    APPROVED
    Since 2023-09-07
  • MN RA
    APPROVED
    Since 2023-09-01

Branch Locations

10900 Wayzata Boulevard Suite 850, Minnetonka, MN 55305 • United States

221 Main Street Suite A, Elk River, MN 55330 • 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
Sagepoint Financial St Louis Park MN 02/2015 09/2023
Osaic Wealth, Inc. Elk River MN 09/2023 Present
  • 02/2015 → 09/2023
    Sagepoint Financial
    St Louis Park, MN
  • 09/2023 → Present
    Elk River, MN
Previous Registrations
  • 2015-10-23 → 2023-09-01
    Osaic Services, Inc.
    Duluth, MN
    St Louis Park, MN
    Elk River, MN
Other Businesses

1. EVAN KVITTEM POSITION: Statutory Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 06/19/2015 ADDRESS: 221 Main Street NW, Suite A, Elk River MN 55330, United States DESCRIPTION: Insurance Sales and servicing of insurance contracts for new and existing clients. Appointed with the following companies: Allianz, AXA Equitable, MetLife Investors, Ohio National Life, Lincoln Financial Group, Mutual of Omaha, Principal Financial Group, Protective, Symetra, Pacific Life, Banner, Ameritas, William Penn, Mass Mutual and Prudential. 2. EKE LLC POSITION: Vice President/Treasurer NATURE: This business is an LLC. The business facilitates the partnership structure and practice organizations for the advisors who are members. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/01/2019 ADDRESS: 221 Main Street NW, Suite A, Elk River MN 55330, United States DESCRIPTION: In charge of the funds within the business.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-06-04
  • S66 Uniform Combined State Law Examination
    2015-06-04
Designations

View on SEC IAPD

More in Minnetonka, MN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor