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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 |
|---|---|---|---|
| KS | RA | APPROVED | 2025-01-17 |
Branch Locations
9300 W. 110Th Street Ste 420, Overland Park, KS 66210 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Brokerage Services | Overland Park | KS | 09/2015 | 09/2019 |
| Cetera Investment Advisers Llc | Overland Park | KS | 10/2015 | Present |
| Cetera Advisor Networks Llc | El Segundo | CA | 09/2019 | Present |
| Summit Financial Group Inc | Overland Park | KS | 12/2017 | 05/2021 |
| Osaic | Overland Park | KS | 01/2025 | Present |
1) MEYERS WEALTH MANAGEMENT, LLC; SINCE 01/01/2016; OWNER; 9300 W. 110th St., Ste 420, Overland Park, KS, 66210, Marketing entity DBA to the public; 160 HOURS SPENT ON ACTIVITY PER MONTH; 160 DURING TRADING HOURS PER MONTH 2) MEYERS PROPERTIES, LLC POSITION: Owner NATURE: Own and operate an 8-plex apartment unit in Olathe, KS. We have a resident manager who collects and deposits the rent monthly. INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 06/01/1984 ADDRESS: 9300 W. 110th St. - Ste 420, Overland Park KS 66210, United States DESCRIPTION: I screen potential tenants who are subject to credit and background check. I use separate letterhead for this business and use my cell phone for all phone communication. I use my personal email for all email communication. I pay all of the bills associated with running this apartment building. 3) JEFFREY G. MEYERS POSITION: Agent NATURE: I sell life, disability and long term care insurance to my clients when needed. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/27/1991 ADDRESS: 9300 W. 110th St. - Ste 420, Overland Park KS 66211, United States DESCRIPTION: Prepare proposal for a specific insurance product and review with client. Complete application and submit to underwriting and track for issuance of the policy. 4) NOTARY PUBLIC POSITION: Notary Public NATURE: I provide notary public services to my clients and their family members. This service is provided without charge. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/20/1996 ADDRESS: 9300 W. 110th St. - Ste 420, Overland Park KS 66210, United States DESCRIPTION: Provide notary public services to my clients and their family members when needed. 5) JEFFREY G. MEYERS AND PAMELA G. MEYERS POSITION: Co-owner NATURE: My spouse and I will own a single-family residence that we intend to rent. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/10/2025 ADDRESS: 5939 Delmar St., Fairway KS 66205, United States DESCRIPTION: Collect and deposit rent check from tenant. Coordinate any repairs needed by the property. 6) MEYERS WEALTH MANAGEMENT, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2016 ADDRESS: 9300 W. 10th St. - Ste 420, Overland Park KS 66210, United States DESCRIPTION: Entity for dba.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-13 |
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