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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2025-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corp | Louisville | OH | 02/2008 | 01/2025 |
| Osaic Wealth, Inc. | Louisville | OH | 01/2025 | Present |
1) NAME AND ADDRESS: MICHAEL R. WADE, 564 E. HINES HILL RD., HUDSON, OH 44236 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT AND HEALTH INSURANCE, TRADITIONAL LIFE INSURANCE, DISABILITY INCOME PRODUCTS, AND FIXED / EQUITY INDEXED ANNUITIES. START DATE: 3/1/2008 HOURS PER MONTH: 15 HOURS PER MONTH DURING TRADING HOURS: 15 2) CLEVELAND FINANCIAL GROUP POSITION: Advisor NATURE: Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2025 ADDRESS: 2001 Crocker Rd, Suite 400, Westlake OH 44145, United States DESCRIPTION: Sale of securities, annuities, employer plan, life insurance.
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