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Michael Ryan Wade

Osaic Wealth, Inc.

Louisville, OH

CRD 5079583

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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:

Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-01-24
  • OH RA
    APPROVED
    Since 2025-01-24

Branch Locations

Louisville, OH • 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
Lincoln Financial Advisors Corp Louisville OH 02/2008 01/2025
Osaic Wealth, Inc. Louisville OH 01/2025 Present
  • 02/2008 → 01/2025
    Lincoln Financial Advisors Corp
    Louisville, OH
  • 01/2025 → Present
    Louisville, OH
Previous Registrations
  • 2008-03-10 → 2025-01-24
    Osaic Fa, Inc.
    Hudson, OH
    Columbus, OH
    Louisville, OH
Other Businesses

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.

Other Names
  • Michael R Wade
  • Michael R Wade
  • Michael Ryan Wade
  • Ryan Wade
  • M Ryan Wade

View on SEC IAPD

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