Mitchael Clifford Oslund

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

Authority	Category	Status	Date
MN	RA	APPROVED	2024-01-19
WI	RA	APPROVED	2024-01-19

MN RA
APPROVED

Since 2024-01-19
WI RA
APPROVED

Since 2024-01-19

Branch Locations

Eau Claire, WI • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Woodbury Financial Services	Onalaska	WI	12/2006	01/2024
Osaic Wealth, Inc.	Eau Claire	WI	01/2024	Present

12/2006 → 01/2024

Woodbury Financial Services

Onalaska, WI
01/2024 → Present

Osaic Wealth, Inc.

Eau Claire, WI

Previous Registrations

2006-12-07 → 2024-01-19

Woodbury Financial Services, Inc.

Onalaska, WI

Naples, FL

Eau Claire, WI

Other Businesses

1) MITCHAEL OSLUND; NONINV RELATED; N6773 SUN VALLEY DRIVE, HOLMEN, WI 54636; HOLD STATE INS LICENSE FOR ACCIDENT,HEALTH,LIFE; REP; 12/07/2006; 1HR/MON; 0HR/MON

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-12-22
S63	Uniform Securities Agent State Law Examination	1990-05-04

S65 Uniform Investment Adviser Law Examination

1999-12-22
S63 Uniform Securities Agent State Law Examination

1990-05-04

View on SEC IAPD