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Michael Sean Grabill

Osaic Wealth, Inc.

Tucson, AZ

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-06-10
AZ RA APPROVED 2024-01-19
PA RA APPROVED 2024-01-19
  • TX RA
    APPROVED_RES
    Since 2024-06-10
  • AZ RA
    APPROVED
    Since 2024-01-19
  • PA RA
    APPROVED
    Since 2024-01-19

Branch Locations

7230 N La Canada Dr Suite 110, Tucson, AZ 85704 • 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
Waddell & Reed, Inc Tucson AZ 09/2008 08/2017
Various Insurance Carriers For W & R Insurance Agencies Tucson AZ 09/2008 07/2017
Questar Capital Corporation Minneapolis MN 08/2017 03/2019
Questar Asset Management Minneapolis MN 08/2017 03/2019
Wealth Building Strategies Tucson AZ 01/2008 Present
Woodbury Financial Services, Inc. Tucson AZ 03/2019 01/2024
Woodbury Financial Services, Inc. Tucson AZ 03/2019 01/2024
Osaic Wealth, Inc. Tucson AZ 01/2024 Present
  • 09/2008 → 08/2017
    Waddell & Reed, Inc
    Tucson, AZ
  • 09/2008 → 07/2017
    Various Insurance Carriers For W & R Insurance Agencies
    Tucson, AZ
  • 08/2017 → 03/2019
    Questar Capital Corporation
    Minneapolis, MN
  • 08/2017 → 03/2019
    Questar Asset Management
    Minneapolis, MN
  • 01/2008 → Present
    Wealth Building Strategies
    Tucson, AZ
  • 03/2019 → 01/2024
    Woodbury Financial Services, Inc.
    Tucson, AZ
  • 03/2019 → 01/2024
    Woodbury Financial Services, Inc.
    Tucson, AZ
  • 01/2024 → Present
    Tucson, AZ
Previous Registrations
  • 2019-03-01 → 2024-01-19
    Woodbury Financial Services, Inc.
    Tucson, AZ
  • 2017-08-17 → 2019-03-01
    Questar Asset Management, Inc.
    Tucson, AZ
    Oro Valley, AZ
    Minneapolis, MN
  • 2009-04-03 → 2017-08-23
    Waddell & Reed
    Scottsdale, AZ
    Tucson, AZ
Other Businesses

1. WEALTH BUILDING STRATEGIES POSITION: Insurance Agent NATURE: Insurance sales for fixed, LTC, life, health, and medicare supplements. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 08/16/2017 ADDRESS: 3017 W Ina, Tucson AZ 85741, United States DESCRIPTION: Insurance sales for fixed, LTC, life, health, and medicare supplements. 2. WEALTH BUILDING STRATEGIES POSITION: President NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 4 START DATE: 02/01/2008 ADDRESS: 7230 N La Canada Dr, Suite 110, Tucson AZ 85704, United States DESCRIPTION: Insurance sales 3. WEALTH BUILDING STRATEGIES POSITION: President NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 4 START DATE: 02/01/2008 ADDRESS: 7230 N La Canada Dr, Suite 110, Tucson AZ 85704, United States DESCRIPTION: Insurance sales

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-12-10
  • S66 Uniform Combined State Law Examination
    2008-12-10
Other Names
  • Michael Grabill

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