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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 |
|---|---|---|---|
| WI | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc. | La Vista | NE | 04/2010 | 06/2024 |
| Securities America Advisors | La Vista | NE | 04/2010 | 06/2024 |
| Osaic Wealth, Inc. | Sheboygan | WI | 06/2024 | Present |
| Osaic Wealth, Inc. | Sheboygan | WI | 06/2024 | Present |
1.USADVISORS NETWORK INSURANCE AGENY, LLC POSITION: Agent / Producer NATURE: Insurance Agent / Producer INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/01/2020 ADDRESS: 2526 N 8th St, Sheboygan WI 53083 DESCRIPTION: Providing various insurance solutions for clients as requested - Carrier Appointment Required. 2.SHEBOYGAN AREA SCHOOL DISTRICT POSITION: Substitute Teacher NATURE: Substitute Teacher INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 09/01/2016 ADDRESS: 830 Virginia Ave, Sheboygan WI 53081 DESCRIPTION: Serving as a substitute teacher within the district if warranted. 3. SHEBOYGAN AREA SCHOOL DISTRICT POSITION: Substitute Teacher NATURE: Substitute Teacher INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 09/01/2016 ADDRESS: 3330 Stahl Road, Sheboygan WI 53081, United States DESCRIPTION: Serving as a substitute teacher within the school district if/when warranted. 4. USADVISORS INSURANCE AGENY, LLC POSITION: Agent / Producer NATURE: Contracted as a Licensed Only Producer (Solicitor) under USAdvisors Insurance Agency, LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/01/2020 ADDRESS: 15752 Venture Lane, Eden Prairie MN 55344, United States DESCRIPTION: Providing various insurance solutions for clients as requested - Carrier Appointment Required.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-23 |
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