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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 |
|---|---|---|---|
| MN | RA | APPROVED | 2024-01-19 |
Branch Locations
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 |
|---|---|---|---|---|
| Woodbury Financial Services, Inc | Edina | MN | 12/2009 | 01/2024 |
| Osaic Wealth, Inc. | Edina | MN | 01/2024 | Present |
1)MIKE RYAN FINANCIAL; INV REL; 7400 METRO BLVD, SUITE 100-6, EDINA MN 55439; TRADITIONAL LIFE INS, DISABILITY, LTC INS; FINANCIAL ADVISOR; START 11/01/2002; 10HRS/MTH; 10 HRS/MTH DURING TRADING HRS; TRADITIONAL LIFE INSURANCE, DISABILITYL LTC INSURANCE. 2) MIKE RYAN FINANCIAL POSITION: Financial Advisor NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 12/09/2009 ADDRESS: 7400 Metro Blvd., Suite 100-6, Edina MN 55439, United States DESCRIPTION: calling DBS or Core IncomeReviewing illustrationscommunicating with clients optionsfilling out forms
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-18 |
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