John Arnold Mandt

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

• 01/2011 → 06/2019
  Mutual Of Omaha
  Bloomington, MN
• 06/2011 → 06/2019
  Mutual Of Omaha Investor Services, Inc
  Omaha, NE
• 06/2019 → 01/2024
  Woodbury Financial Services Inc
  Burnsville, MN
• 01/2024 → Present
  Osaic Wealth, Inc.
  Brunswick, GA

Previous Registrations

• 2019-06-04 → 2024-01-19
  Woodbury Financial Services, Inc.
  Oakdale, MN
  Lake Elmo, MN
  Burnsville, MN
  Brunswick, GA
• 2013-08-19 → 2019-06-17
  Mutual Of Omaha Investor Services, Inc.
  La Crosse, WI
  Bloomington, MN
  Bloomington, MN
  S St Paul, MN
  Burnsville, MN

Other Businesses

1) HEALTH INSURANCE BROKER POSITION: Sole Proprietor NATURE: I am a broker for private Health Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 40 START DATE: 04/01/2011 ADDRESS: 7815 3rd St N, Suite 201, Oakdale MN 55128, United States DESCRIPTION: I meet with clients and recommend and sell health insurance products. 2) MERIDIEM POSITION: Co-Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2019 ADDRESS: 93386 Sandown Drive, Fernandina Beach FL 32034, United States DESCRIPTION: The business sells lawn and garden ornaments for decorative purposes. 3) ST CROIX WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/11/2019 ADDRESS: 1200 Fountain Park Circle, Suite 2, Brunswick GA 31520, United States DESCRIPTION: I am a Financial Advisor that helps his clients with financial advice and manage their finances.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-08-05
• S63 Uniform Securities Agent State Law Examination
  2011-09-09