Candido Palomarez

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2004 → 01/2024
  Woodbury Financial
  Rogers, MN
• 01/2024 → Present
  Osaic Wealth, Inc.
  Plymouth, MN

Previous Registrations

• 2014-01-28 → 2024-01-19
  Woodbury Financial Services, Inc.
  Plymouth, MN
  Rogers, MN

Other Businesses

1)POA FOR MOTHER POSITION: POA NATURE: POA INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/06/2017 ADDRESS: 14741 51S PL N, PLYMOUTH MN 55446 DESCRIPTION: MANAGE MOM'S FINANCIAL AFFAIRS. 2)CANDIDO, INC. POSITION: Owner NATURE: This is a DBA. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 01/01/2006 ADDRESS: 14741 51st Place N, Plymouth MN 55446 DESCRIPTION: DBA 3) INSURANCE SALES POSITION: Producer/agent NATURE: S corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/20/2002 ADDRESS: 14741 51st Place N, Plymouth MN 55446, United States DESCRIPTION: General insurance sales including life, disability, and long-term care insurance.

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-06-02

Other Names

• Candie Palomarez
• Candido Palomarez
• Candido Palomarez