Best Investors Account Sign in

Isaac Walter

Osaic Wealth, Inc.

Scottsdale, AZ

Yakima, WA

CRD 6575347

Claim This Profile
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

AuthorityCategoryStatusDate
WA RA APPROVED 2026-05-27
TX RA APPROVED_RES 2026-05-05
  • WA RA
    APPROVED
    Since 2026-05-27
  • TX RA
    APPROVED_RES
    Since 2026-05-05

Branch Locations

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

Yakima, WA • 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
Ameriprise Financial Services, Inc. Yakima WA 11/2015 03/2020
Ameriprise Financial Services, Llc Yakima WA 03/2020 05/2026
Osaic Wealth, Inc. Yakima WA 05/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-05-11
  • S66 Uniform Combined State Law Examination
    2016-05-11
Other Names
  • Ike Walter
  • Isaac Walter

View on SEC IAPD

More in Scottsdale, AZ

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor