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Matthew David Weaver

Osaic Wealth, Inc.

Fishers, IN

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-11
IN RA APPROVED 2025-09-26
  • TX RA
    APPROVED
    Since 2026-05-11
  • IN RA
    APPROVED
    Since 2025-09-26

Branch Locations

12574 Promise Creek Lane Suite 136, Fishers, IN 46038 • 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
Bone Dry Roofing Indianapolis IN 05/2019 02/2021
Grand Park Sports Complex Westfield IN 05/2017 02/2019
Marine Toys For Tot's Foundation, Indianapolis IN 10/2011 10/2019
Grace College And Seminary Winona Lake IN 08/2017 05/2019
Grace College And Seminary Winona Lake IN 08/2015 05/2019
Commonwealth Financial Network Waltham MA 05/2021 11/2023
Resource Planning Group Fishers IN 11/2023 Present
Commonwealth Financial Network Waltham MA 11/2023 09/2025
Osaic Wealth Inc Fishers IN 09/2025 Present
  • 05/2019 → 02/2021
    Bone Dry Roofing
    Indianapolis, IN
  • 05/2017 → 02/2019
    Grand Park Sports Complex
    Westfield, IN
  • 10/2011 → 10/2019
    Marine Toys For Tot's Foundation,
    Indianapolis, IN
  • 08/2017 → 05/2019
    Grace College And Seminary
    Winona Lake, IN
  • 08/2015 → 05/2019
    Grace College And Seminary
    Winona Lake, IN
  • 05/2021 → 11/2023
    Waltham, MA
  • 11/2023 → Present
    Resource Planning Group
    Fishers, IN
  • 11/2023 → 09/2025
    Waltham, MA
  • 09/2025 → Present
    Fishers, IN
Previous Registrations
Other Businesses

1. Fixed insurance sales; as of 10/18/2021; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Player, Indianapolis Alleycats, Professional Ultimate Frisbee; Located at 1502 W 16th St, Indianapolis, IN 46202, as of 04/24/2025; 1% of time spent during business hours; Not Conducted at branch location; Not Investment related. 3.RESOURCE PLANNING GROUP POSITION: Insurance Sales NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 10/18/2021 ADDRESS: 12574 Promise Creel Lane, Suite 136, Fishers IN 46038, United States DESCRIPTION: Selling insurance products as needed. I don't really go out of my way to sell insurance, only as I see fit to offer it for specific situations as needed. I can also sell LTC, but again, this is not a large portion of my work as an advisor.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-25
  • S66 Uniform Combined State Law Examination
    2021-08-25
Designations
Other Names
  • Matthew Weaver
  • Matthew David Weaver
  • Mathew David Weaver

View on SEC IAPD

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