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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-04
CO RA APPROVED 2026-05-04
TX RA APPROVED 2026-05-04
  • CA RA
    APPROVED
    Since 2026-06-04
  • CO RA
    APPROVED
    Since 2026-05-04
  • TX RA
    APPROVED
    Since 2026-05-04

Branch Locations

1140 South Tremont Street, Oceanside, CA 92054 • United States

2975 Ginnala Drive 220, Loveland, CO 80538 • 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
Raymond James Financial Services Loveland CO 01/2012 05/2026
Raymond James Financial Services Advisors Inc. Loveland CO 01/2012 05/2026
First Tech Federal Credit Union Loveland CO 01/2012 Present
Addison Avenue Investment Services Loveland CO 01/2012 05/2026
Osaic Wealth, Inc. Fort Collins CO 04/2026 Present
  • 01/2012 → 05/2026
    Raymond James Financial Services
    Loveland, CO
  • 01/2012 → 05/2026
    Loveland, CO
  • 01/2012 → Present
    First Tech Federal Credit Union
    Loveland, CO
  • 01/2012 → 05/2026
    Addison Avenue Investment Services
    Loveland, CO
  • 04/2026 → Present
    Fort Collins, CO
Previous Registrations
  • 2012-01-19 → 2026-05-20
    Loveland, CO
    Loveland, CO
  • 2007-09-18 → 2012-07-16
    Addison Avenue Financial Partners, Llc
    Loveland, CO
    Fort Collins, CO
    Rocklin, CA
  • 2011-08-02 → 2012-01-25
    Essex National Securities, Llc
    Loveland, CO
    Rocklin, CA
    Ft. Collins, CO
    Loveland, CO
  • 2006-08-01 → 2006-12-01
    Cuso Financial Services, L.P.
    Ft. Collins, CO
    Loveland, CO
    Loveland, CO
Other Businesses

1. TYCHSEN ADVISORY GROUP LLC POSITION: Financial Advisor/Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/21/2025 ADDRESS: 2975 Ginnala Drive, Suite 220, Loveland CO 80538, United States DESCRIPTION: Financial advising 2. HIGHLAND CAPITAL BROKERAGE POSITION: Independent Osaic financial representative NATURE: Insurance Agency that will hold my fixed annuity, indexed annuity, and life insurance business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 05/04/2026 ADDRESS: 3535 Grand View Parkway, Suite 500, Birmingham AL 35243, United States DESCRIPTION: investment advisor

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-07-25
S65 Uniform Investment Adviser Law Examination 1999-06-09
S63 Uniform Securities Agent State Law Examination 1995-07-17
  • S66 Uniform Combined State Law Examination
    2006-07-25
  • S65 Uniform Investment Adviser Law Examination
    1999-06-09
  • S63 Uniform Securities Agent State Law Examination
    1995-07-17
Other Names
  • Will Tychsen
  • William A Tychsen

View on SEC IAPD

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