Robert William Pakkala

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
MN	RA	APPROVED	2024-01-19
TX	RA	APPROVED_RES	2024-01-19

MN RA
APPROVED

Since 2024-01-19
TX RA
APPROVED_RES

Since 2024-01-19

Branch Locations

Woodbury, MN • 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
Woodbury Financial Service, Inc	Woodbury	MN	02/2004	01/2024
Osaic Wealth, Inc.	Woodbury	MN	01/2024	Present

02/2004 → 01/2024

Woodbury Financial Service, Inc

Woodbury, MN
01/2024 → Present

Osaic Wealth, Inc.

Woodbury, MN

Previous Registrations

2004-02-12 → 2024-01-19

Woodbury Financial Services, Inc.

Woodbury, MN

Woodbury, MN

Other Businesses

1. PAK'S TAX AND ACCOUNTING SERVICE, INC. POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 50 START DATE: 01/01/1998 ADDRESS: 8553 Beacon Alcove, Woodbury MN 55125, United States DESCRIPTION: I offer tax preparation and accounting services for individuals and businesses.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	1998-10-09

S66 Uniform Combined State Law Examination

1998-10-09

View on SEC IAPD