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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 |
|---|---|---|---|
| AK | RA | APPROVED | 2024-01-19 |
| CA | RA | APPROVED | 2024-01-19 |
| FL | RA | APPROVED | 2024-01-19 |
| IL | RA | APPROVED | 2024-01-19 |
| IN | RA | APPROVED | 2024-01-19 |
| IA | RA | APPROVED | 2024-01-19 |
| MI | RA | APPROVED | 2024-01-19 |
| MN | RA | APPROVED | 2024-01-19 |
| MO | RA | APPROVED | 2024-01-19 |
| NV | RA | APPROVED | 2024-01-19 |
| OH | RA | APPROVED | 2024-01-19 |
| SC | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED | 2024-01-19 |
| VA | RA | APPROVED | 2024-01-19 |
| WA | RA | APPROVED | 2024-01-19 |
| WI | RA | APPROVED | 2024-01-19 |
Branch Locations
W6240 Communication Court Suite 1, Appleton, WI 54914 • United States
5315 Wall Street Suite 280, Madison, WI 53718 • United States
N6687 Wrightway Drive, Fond Du Lac, WI 54937 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Feucht Financial Group, Llc | Eldorado | WI | 01/1989 | Present |
| National Planning Corporation | Fond Du Lac | WI | 11/2000 | 10/2017 |
| Woodbury Financial Services Inc | Fond Du Lac | WI | 10/2017 | 01/2024 |
| Osaic Wealth, Inc. | Fond Du Lac | WI | 01/2024 | Present |
1. FEUCHT FINANCIAL GROUP, LLC POSITION: President & CEO NATURE: Tax Planning and Preparation, Accounting, Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 08/14/1996 ADDRESS: N6687 Wrightway Drive, Fond du Lac WI 54937, United States DESCRIPTION: President, CEO, Tax Preparation & Planning, Accounting 2. BIG BLUE SPRUCE, LLC POSITION: Member/Partner NATURE: Commercial Real Estate Rental INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2022 ADDRESS: W6240 Communication Ct, Appleton WI 54937, United States DESCRIPTION: Supervise upkeep of the building. 3. FEUCHT FINANCIAL GROUP, LLC POSITION: President & CEO NATURE: Tax Planning and Preparation, Accounting, Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 08/14/1996 ADDRESS: N6687 Wrightway Drive, Fond du Lac WI 54937, United States DESCRIPTION: President, CEO, Tax Preparation & Planning, Accounting 4. TALLY 1 LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 18 SECURITIES TRADING HOURS: 0 START DATE: 09/15/2025 ADDRESS: 176 S Rolling Meadows Dr, Fond du Lac WI 54937, United States DESCRIPTION: Aircraft sales and leasing business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-29 |
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