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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 |
|---|---|---|---|
| MI | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Southfield | MI | 02/2013 | 01/2025 |
| Osaic Wealth, Inc. | Grosse Pointe Farms | MI | 01/2025 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-02 |
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