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Morgan R Edlund

Osaic Wealth, Inc.

St. Petersburg, FL

Scottsdale, AZ

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2024-01-19
  • MN RA
    APPROVED
    Since 2024-01-19

Branch Locations

877 Executive Center Drive West, St. Petersburg, FL 33702 • United States

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • 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
Ideal Credit Union Woodbury MN 06/2015 05/2018
Lake Elmo Event Center Lake Elmo MN 06/2017 Present
St. Croix Wealth Management Oakdale MN 05/2019 Present
Duluth Whiskey Project Duluth MN 10/2019 Present
Tartan High School Oakdale MN 09/2013 05/2017
University Of Minnesota Duluth Duluth MN 08/2017 05/2021
Woodbury Financial Services Inc Oakdale MN 07/2021 Present
Osaic Wealth, Inc. Jersey City NJ 01/2024 Present
  • 06/2015 → 05/2018
    Ideal Credit Union
    Woodbury, MN
  • 06/2017 → Present
    Lake Elmo Event Center
    Lake Elmo, MN
  • 05/2019 → Present
    St. Croix Wealth Management
    Oakdale, MN
  • 10/2019 → Present
    Duluth Whiskey Project
    Duluth, MN
  • 09/2013 → 05/2017
    Tartan High School
    Oakdale, MN
  • 08/2017 → 05/2021
    University Of Minnesota Duluth
    Duluth, MN
  • 07/2021 → Present
    Woodbury Financial Services Inc
    Oakdale, MN
  • 01/2024 → Present
    Osaic Wealth, Inc.
    Jersey City, NJ
Previous Registrations
  • 2022-01-03 → 2024-01-19
    Woodbury Financial Services, Inc.
    Oakdale, MN
    Oakdale, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-09
  • S66 Uniform Combined State Law Examination
    2021-12-09

View on SEC IAPD

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