Best Investors Account Sign in
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

3034 Lyndale Ave S, Minneapolis, MN 55408 • 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
OrganizationCityStateFromTo
H Design Salon, Inc Minneapolis MN 02/2004 Present
Woodbury Financial Services, Inc Minneapolis MN 05/2010 01/2024
Osaic Wealth, Inc. Minneapolis MN 01/2024 Present
  • 02/2004 → Present
    H Design Salon, Inc
    Minneapolis, MN
  • 05/2010 → 01/2024
    Woodbury Financial Services, Inc
    Minneapolis, MN
  • 01/2024 → Present
    Minneapolis, MN
Previous Registrations
  • 2014-01-28 → 2024-01-19
    Woodbury Financial Services, Inc.
    Oakdale, MN
    Minneapolis, MN
Other Businesses

1) HEATHER A HONN IRREVOCABLE TRUST POSITION: Trustee NATURE: Trustee on my Daughters Trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/21/2015 ADDRESS: 3034 Lyndale Avenue South, Minneapolis MN 55408 DESCRIPTION: Trustee 2) HAYLIE M HONN IRREVOCABLE TRUST POSITION: Trustee NATURE: My Daughters Trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/21/2015 ADDRESS: 3034 Lyndale Avenue South, Minneapolis MN 55408 DESCRIPTION: Trustee to Distribute Monies to my Daughter 3) HANNA C HONN IRREVOCABLE TRUST POSITION: Trustee NATURE: Trust for my Daughter INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/21/2015 ADDRESS: 3034 Lyndale Avenue South, Minneapolis MN 55408 DESCRIPTION: Trustee 4) HONN FARMS LLC POSITION: Trustee Partial Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/04/2017 ADDRESS: 3034 Lyndale Avenue S, Suite #100, Minneapolis MN 55408, United States DESCRIPTION: Trustee and Part Owner 5) ALDRICH UPTON PROPERTIES, LLC. POSITION: Trustee and Part Owner NATURE: LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/04/2017 ADDRESS: 3034 Lyndale Avenue S, Suite #100, Minneapolis MN 55347, United States DESCRIPTION: Trustee and part owner 6) HONN PROPERTIES, LLC. POSITION: Trustee NATURE: Trust held Properties INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2014 ADDRESS: 3034 Lyndale Avenue South, Suite #100, Minneapolis MN 55408, United States DESCRIPTION: Accounting 7) LYNDALE UPTOWN PROPERTIES, LLC POSITION: Trustee NATURE: land INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2017 ADDRESS: 3020 Lyndale Avenue S, Minneapolis MN 55408, United States DESCRIPTION: land holder 8) HONN LIVING TRUST POSITION: Trustee NATURE: This is a Trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 03/18/2017 ADDRESS: 3034 Lyndale Avenue South, Suite 100, Minneapolis MN 55408, United States DESCRIPTION: I am Trustee of the HONN FALILY TRUST(S).This is my Parents Trusts.This Trust Includes the following Succession Trusts where I am Trustee.ALAN H HONN TRUST (brother)STEVEN M HONN TRUST ( Deceased brother)HANNA H HONN TRUST (daughter)HEATHER A HONN TRUST (daughter)HAYLIE M HONN TRUST (daughter) 8) HONN PROPERTY 2, LLC. POSITION: Owner NATURE: I own a rental home INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/26/2023 ADDRESS: 1941 Pulaski Road, Buffalo MN 55313, United States DESCRIPTION: I rent this home out

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-02-27
  • S63 Uniform Securities Agent State Law Examination
    1992-02-27

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Minneapolis, MN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor