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Braden Paul Dodds

Osaic Wealth, Inc.

Lino Lakes, MN

CRD 7998291

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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
FL RA APPROVED 2025-07-15
TX RA APPROVED 2025-07-09
MN RA APPROVED 2025-02-20
  • FL RA
    APPROVED
    Since 2025-07-15
  • TX RA
    APPROVED
    Since 2025-07-09
  • MN RA
    APPROVED
    Since 2025-02-20

Branch Locations

Lino Lakes, MN • 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
Wells Fargo Home Mortgage Minneapolis MN 02/2016 Present
Osaic Wealth, Inc Andover MN 12/2024 Present
  • 02/2016 → Present
    Wells Fargo Home Mortgage
    Minneapolis, MN
  • 12/2024 → Present
    Andover, MN
Other Businesses

DODDS INVESTMENT SOLUTIONS POSITION: Investment Advisor NATURE: LLC, Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 173 SECURITIES TRADING HOURS: 173 START DATE: 06/17/2025 ADDRESS: 3482 165th Ln NW, Andover MN 55304, United States DESCRIPTION: Investment advisor using Osaic as Broker/Dealer

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-19
  • S66 Uniform Combined State Law Examination
    2025-02-19

View on SEC IAPD

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