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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2013-09-16 |
Branch Locations
7501 Lemont Rd., Suite 24, Woodridge, IL 60517 • 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 |
|---|---|---|---|---|
| Hunzinger & Co. | Downers Grove | IL | 01/2000 | Present |
| Royal Alliance | Downers Grove | IL | 09/2013 | 07/2018 |
| Real Estate Rental | Downers Grove | IL | 09/2005 | Present |
| Royal Alliance Associates | Woodridge | IL | 08/2017 | 08/2023 |
| Royal Alliance Associates | Downers Grove | IL | 09/2013 | 07/2018 |
| Osaic Wealth, Inc | Woodridge | IL | 08/2023 | Present |
1) LES HUNZINGER POSITION: Broker NATURE: Insurance and Annuities sales and service INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 09/11/2013 ADDRESS: 10505 Rothenburg Rd, Woodridge IL 60517, United States DESCRIPTION: Insurance Sales to Investment clients 2) HUNZINGER FINANCIAL SERVICES POSITION: Financial Advisor NATURE: This is the Fiancial Services DBA name for Royal Alliance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/31/2013 ADDRESS: 10505 Rothenburg Rd, Woodridge IL 60517, United States DESCRIPTION: Financial Advisor 3) HUNZINGER & CO., CPAS POSITION: Owner/Accountant NATURE: S Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 40 START DATE: 10/01/2022 ADDRESS: 10505 Rothenburg Rd, Woodridge IL 60517, United States DESCRIPTION: Provide tax and accounting services to investment clients 4) PACHL ACRES LTD POSITION: President NATURE: A company set up to hold raw land for future development by myself for my next home INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/12/2025 ADDRESS: 10505 ROTHENBURG RD, Woodridge IL 60517, United States DESCRIPTION: Working with a builder to build my next home on the parcel 5) ELZINGER, INC POSITION: President NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/09/2025 ADDRESS: 10505 ROTHENBURG RD, Woodridge IL 60517, United States DESCRIPTION: Investor in a rental property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-31 |
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