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Osaic Wealth, Inc. CRD 23131
$235B regulatory AUM 56,660 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-06-12 |
Branch Locations
4479 Creekside Blvd, Vienna, OH 44473 • United States
Warren, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed Insurance Agent | Warren | OH | 11/2015 | Present |
| Global Fitness | Warren | OH | 05/2017 | 10/2017 |
| Osaic Wealth Inc | Vienna | OH | 03/2026 | Present |
1. Wildman Family Insurance / I'm self-employed Health and Life insurance, I can write fixed and indexed annuities because of my life license. I do not have an office. Home address 1710 Norwood St. NW Warren, OH 44485 I mostly help people enroll into appropriate Medicare Supplement and advantage plans. I'm a General Agency Licensed in November of 2015. Roughly 80 hours a month except October and November is more for the Annual Enrollment Period. Roughly 4 hours a day. As a General Agency I enroll and service my own clients while also helping other agents grow their business. 2. WILDMAN FAMILY POSITION: Co-owner NATURE: General Agency. I help people with their insurance plans and also help agents grow their book of business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 11/24/2015 ADDRESS: 1710 Norwood St. NW, Warren OH 44485, United States DESCRIPTION: I help educate clients on Medicare Advantage, Supplement, Dental, Vision, prescription drug plans, hospital indemnity, and life insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-11 |
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