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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:

Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-01-24
  • MI RA
    APPROVED
    Since 2025-01-24

Branch Locations

Bloomfield Twp, MI • United States

18720 Mack Avenue Suite 270, Grosse Pointe Farms, MI 48236 • United States

2000 Town Center Suite 1625, Southfield, MI 48075 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Financial Advisors Corporation Southfield MI 02/2013 01/2025
Osaic Wealth, Inc. Grosse Pointe Farms MI 01/2025 Present
  • 02/2013 → 01/2025
    Lincoln Financial Advisors Corporation
    Southfield, MI
  • 01/2025 → Present
    Grosse Pointe Farms, MI
Previous Registrations
  • 2013-02-27 → 2025-01-24
    Osaic Fa, Inc.
    Southfield, MI
    Grosse Pointe Farms, MI
Other Businesses

1) LANDMARK FINANCIAL PLANNING & ADVISORY POSITION: Owner NATURE: This entity is set up for the sole purposes of paying office and business expenses as well as conducting payroll for Ryan Marier and staff. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2017 ADDRESS: 18720 MACK AVE STE 270, GROSSE POINTE FARMS MI 48236, United States DESCRIPTION: Pay bills monthly and run payroll monthly 2) RYAN Z MARIER POSITION: Agent NATURE: Helping clients select and attain the most appropriate life, long-term care, disability insurance or annuity product as well as aiding in life settlement cases. INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 02/15/2013 ADDRESS: 2000 Town Center, Suite 1625, Southfield MI 48075, United States DESCRIPTION: Helping clients select and attain the most appropriate life, long-term care, disability insurance or annuity product as well as life settlement solutions.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-02-25
S63 Uniform Securities Agent State Law Examination 2005-11-02
  • S65 Uniform Investment Adviser Law Examination
    2013-02-25
  • S63 Uniform Securities Agent State Law Examination
    2005-11-02

View on SEC IAPD

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