Alexander Logan Goldstein

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

• 01/2016 → 11/2025
  Lpl Financial, Llc
  Greenwood Village, CO
• 01/2017 → 11/2019
  Gps Wealth Strategies Group, Llc
  Greenwood Village, CO
• 11/2019 → Present
  Gps Wealth Strategies Group, Llc
  Greenwood Village, CO
• 10/2025 → Present
  Osaic Wealth, Inc.
  Greenwood Village, CO

Previous Registrations

• 2019-11-19 → 2025-11-14
  Gps Wealth Strategies Group, Llc
  Greenwood Village, CO
  Centennial, CO
  Greenwood Village, CO
• 2016-11-03 → 2020-03-26
  Lpl Financial Llc
  Denver, CO
  Centennial, CO

Other Businesses

1. 9/29/2016: True Wealth Advisors Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/01/2016 - 160 Hours Per Month/130 Hours During Securities Trading. 2. 1/18/2017 - GPS Wealth Strategies Group LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 01/01/2017 - 160 Hours Per Month/120 Hours During Securities Trading - I provide administrative support to GPS Wealth Strategies Group, an independent investment advisor firm. I started this business activity in 12/2016. I expect to spend approximately 160 hours per month] on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. TRUE WEALTH ADVISORS POSITION: Advisor NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 01/01/2016 ADDRESS: 5299 DTC Blvd, Suite 1350, Greenwood Village CO 80134, United States DESCRIPTION: Financial advising duties of planning, trading, and serving clients. True Wealth Advisors is just our DBA for our business.

Exams

• S66 Uniform Combined State Law Examination
  2016-11-03

Other Names

• Alex Goldstein