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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2024-01-19 |
Branch Locations
1600 A Street #310, Anchorage, AK 99501 • United States
130 Seward Street #1, Juneau, AK 99801 • United States
2 disclosure categories 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial | Woodbury | MN | 11/2005 | 01/2024 |
| Osaic Wealth, Inc. | Juneau | AK | 01/2024 | Present |
1) KAREN R. HANSEN, LUTCF; NONINVT REL; 1600 A ST #310, ANCHORAGE AK 99501; SELLS TRADTIONAL PRODUCTS THROUGH VARIOUS COMPANIES; OWNER; START 04/01/1991; 1 HR/MO; 1 HR/MO DURING TRADING; SELLS TRADITIONAL PRODUCTS THROUGH VARIOUS COMPANIES. 2) AK DEMOCRATIC PARTY POSITION: committee member NATURE: political organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/04/2018 ADDRESS: 2602 Fairbanks Street, Anchorage AK 99503, United States DESCRIPTION: consulting 3) KAREN HANSEN - RENTAL INCOME POSITION: rental property owner NATURE: this OBA is in regards to my rental property. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2015 ADDRESS: 999 Pacific St., #D-12, Oceanside CA 99024, United States DESCRIPTION: I am the owner of a rental property. 4) PROGRESS ALASKA POSITION: board member NATURE: This is a political organization - to enhance the cultural and economic status of the State of Alaska. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/05/2022 ADDRESS: 1600 A St Ste 310, Anchorage AK 99501, United States DESCRIPTION: attend a monthly meeting virtually 5) AK DEMOCRATIC PARTY POSITION: committee member NATURE: political organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/04/2018 ADDRESS: 2602 Fairbanks Street, Anchorage AK 99503, United States DESCRIPTION: volunteer
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-12-12 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-27 |
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