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Clayton Mitchell St George

Osaic Wealth, Inc.

Oakdale, MN

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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

7815 3Rd Street North Suite 201, Oakdale, MN 55128 • 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
Fortis Woodbury MN 08/1995 Present
Fortis Investors, Inc. St. Paul MN 03/1996 Present
Osaic Wealth, Inc. Oakdale MN 01/2024 Present
  • 08/1995 → Present
    Fortis
    Woodbury, MN
  • 03/1996 → Present
    Fortis Investors, Inc.
    St. Paul, MN
  • 01/2024 → Present
    Oakdale, MN
Previous Registrations
  • 2014-01-27 → 2024-01-19
    Woodbury Financial Services, Inc.
    Lake Elmo, MN
    Oakdale, MN
    Woodbury, MN
    Oakdale, MN
Other Businesses

1. CLAYTON ST GEORGE-RENTAL PROPERTY POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/16/2022 ADDRESS: 1865 Tucker Trail, Eau Claire WI 54703, United States DESCRIPTION: My wife and I are purchasing a home we are renting to relatives. 2. ST CROIX WEALTH MANAGEMENT POSITION: Director of Business Development and Strategic Growth NATURE: This is an LLC owned by Osaic advisor Peter Miles. My title will be "Director" of Business Development and Strategic Growth but I am answering "other" below in question 7 because I'm NOT a Director/Officer of the LLC, this is just my Job Title. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 04/20/2026 ADDRESS: 7815 3rd St N, Ste 201, Oakdale MN 55028, United States DESCRIPTION: I will be a Registered Assistant to Peter Miles, consultant to the organization assisting in advisor growth (practice management) and recruiting. I plan to only work part time since I recently retired as an RVP of OsaicWealth. I will only work about 20 hours per month but this will be 100% of my work hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-07-16
S63 Uniform Securities Agent State Law Examination 1996-06-24
  • S65 Uniform Investment Adviser Law Examination
    1999-07-16
  • S63 Uniform Securities Agent State Law Examination
    1996-06-24
Other Names
  • Clayton Mitchell Stgeorge

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