Blake Edward Sandvold

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:

Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2024-01-19
MN	RA	APPROVED	2024-01-19
TX	RA	APPROVED_RES	2024-01-19

FL RA
APPROVED

Since 2024-01-19
MN RA
APPROVED

Since 2024-01-19
TX RA
APPROVED_RES

Since 2024-01-19

Branch Locations

10900 Wayzata Blvd Suite 100, Minnetonka, MN 55305 • 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

Organization	City	State	From	To
Questar Capital Corporation	Minneapolis	MN	05/2012	Present
Sandvold Financial Group	Minnetonka	MN	06/2012	Present
University Of St Thomas	St Paul	MN	09/2011	Present
Questar Asset Management	Minneapolis	MN	09/2013	03/2019
Woodbury Financial Services, Inc.	Minnetonka	MN	03/2019	01/2024
Osaic Wealth, Inc.	Minnetonka	MN	01/2024	Present

05/2012 → Present

Questar Capital Corporation

Minneapolis, MN
06/2012 → Present

Sandvold Financial Group

Minnetonka, MN
09/2011 → Present

University Of St Thomas

St Paul, MN
09/2013 → 03/2019

Questar Asset Management

Minneapolis, MN
03/2019 → 01/2024

Woodbury Financial Services, Inc.

Minnetonka, MN
01/2024 → Present

Osaic Wealth, Inc.

Minnetonka, MN

Previous Registrations

2019-03-01 → 2024-01-19

Woodbury Financial Services, Inc.

Minnetonka, MN
2016-03-14 → 2019-03-01

Questar Asset Management, Inc.

St Louis Park, MN

Minneapolis, MN

Minnetonka, MN

Other Businesses

1. SANDVOLD FINANCIAL GROUP. POSITION: Insurance Agent. NATURE: Fixed insurance products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/13/2013 ADDRESS: 10900 Wayzata Boulevard, Suite 100, Minnetonka MN 55305, United States DESCRIPTION: Sales and service. 2. SANDVOLD FINANCIAL GROUP. POSITION: Assistant. NATURE: Analyze Securities. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 05/01/2012 ADDRESS: 10900 Wayzata Boulevard, Suite 100, Minnetonka MN 55305, United States DESCRIPTION: Analyze Securities. Assist Sandvold Financial Group clients. 3. WAYZATA LAKE EFFECT CONSERVANCY POSITION: Board Member NATURE: Non Profit INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 08/01/2018 ADDRESS: 294 Grove LN E, Suite 100, Wayzata MN 55391, United States DESCRIPTION: Chair the fundraising committee, working with potential donors to explain what the conservancy is all about and what our long term strategy is.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-09-16
S63	Uniform Securities Agent State Law Examination	2013-02-11

S66 Uniform Combined State Law Examination

2013-09-16
S63 Uniform Securities Agent State Law Examination

2013-02-11

View on SEC IAPD