Andrew Steven Mulder

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1993 → Present
  Full Time Student
  San Marcos, TX
• 09/2010 → 09/2023
  Sagepoint Financial, Inc.
  Austin, TX
• 09/2023 → Present
  Osaic Wealth, Inc.
  Richmond, TX

Previous Registrations

• 2010-10-01 → 2023-09-01
  Osaic Services, Inc.
  Austin, TX
  Richmond, TX

Other Businesses

1. INVESTMENT ADVISORY SERVICES - CORPORATE RIA; INVESTMENT RELATED; 810 SOUTH MASON ROAD, SUITE 260, KATY, TX, 77450; OWNER; SINCE 09/20/2010; 20 HRS/MTH; 20 DURING SECURITY HOURS; MANAGE MONEY ON A FEE BASED PLATFORM. 2. ANDREW MULDER POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/29/2010 ADDRESS: 1711 Grand River Dr, Richmond TX 77406, United States DESCRIPTION: sell life insurance and annuities 3. MAJORS COOKING LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/07/2015 ADDRESS: 1711 Grand River Dr, Richmond TX 77406, United States DESCRIPTION: Compete in Competitve Cooking Events, primarily the Houston Livestock Show and Rodeo BBQ Cook-off 4. MULDER FINANCIAL MANAGEMENT, INC. POSITION: Owner/President NATURE: S-Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2014 ADDRESS: 1711 Grand River Dr, Richmond TX 77406, United States DESCRIPTION: Manage payroll, taxes and expenses

Exams

• S66 Uniform Combined State Law Examination
  2010-09-16

Other Names

• Andrew Mulder