Hadley Ann Nielson

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

• 11/2017 → 02/2018
  Alliance Health
  Orem, UT
• 02/2018 → 05/2018
  Stewart's Lawn Care
  Orem, UT
• 05/2018 → 10/2018
  Full-Time Travel
  Seattle, WA
• 11/2018 → 05/2019
  Alliance Benefit Group Consultants
  Salt Lake City, UT
• 05/2019 → 11/2019
  Native Interiors
  Mesa, AZ
• 08/2019 → 03/2020
  The Shady Kitchen Catering
  Long Beach, CA
• 03/2020 → Present
  Legacy Financial Group
  Torrance, CA
• 08/2015 → 11/2017
  Utah Valley University
  Orem, UT
• 06/2020 → 09/2023
  Sagepoint Financial, Inc.
  Torrance, CA
• 09/2023 → Present
  Osaic Wealth, Inc.
  Torrance, CA

Other Businesses

1. LEGACY FINANCIAL GROUP, LLC POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 115 SECURITIES TRADING HOURS: 80 START DATE: 03/02/2020 ADDRESS: 19191 S Vermont Ave, Ste 100, Torrance CA 90502, United States DESCRIPTION: Processing trades, distributions, scheduling appointments, overall client services.

Exams

• S66 Uniform Combined State Law Examination
  2020-08-25

Designations

• Certified Financial Planner