Brian Duane Sedlachek

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

• 01/2009 → 09/2023
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 09/2023 → Present
  Osaic Wealth, Inc.
  Baxter, MN

Previous Registrations

• 2009-04-08 → 2023-09-01
  Osaic Services, Inc.
  Baxter, MN
  Duluth, MN
  Hutchinson, MN

Other Businesses

1. CENTRAL CHOICE INSURANCE GROUP, INC. POSITION: President NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 04/01/2012 ADDRESS: 7072 Fairview Rd, Baxter, MN 56425, Baxter MN 56425, United States DESCRIPTION: Fixed Insurance sales to clients as needed. 2. THE BRIAN DUANE SEDLACHEK TRUST DATED MARCH 28, 2023 POSITION: Settlor and Trustee NATURE: This is a revocable living trust formed for my estate planning. I am the Settlor and a co-Trustee of this trust. The trust holds my personal assets. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/28/2023 ADDRESS: 11627 Whitetail Ridge Rd, Brainerd MN 56401, United States DESCRIPTION: Invest and manage my personal assets. 3. SEDLACHEK FARM PROPERTIES LLC POSITION: Chief Manager/President, Chief Financial Manager, Secretary NATURE: To own, as a holding entity, agricultural land that I inherited to generate rental income. This LLC will help reduce my personal liability for this agricultural land in the event of an issue. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/03/2022 ADDRESS: 11261 Country Rd 23, Brainerd MN 56401, United States DESCRIPTION: Collect rent on a regular basis. Pay real estate taxes. 4. SEDLACHEK FARM OPERATIONS LLC POSITION: Chief Manager/President, Chief Financial Manager, Secretary NATURE: To manage the active farming of agricultural land that I inherited to generate income. This LLC will help reduce my personal liability for agricultural operations in the event of an issue. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/19/2023 ADDRESS: 11261 Country Rd 23, Brainerd MN 56401, United States DESCRIPTION: Make expenditures for farming and receive payment for crops and other customary farm income on a regular basis. Communicate with the independent contractor who works for the entity. 5. SEDLACHEK PROPERTIES LLC POSITION: Owner/President NATURE: To hold real estate that I purchase as income properties to generate rental income. This LLC will help reduce personal liability with those properties. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/03/2022 ADDRESS: 11627 Whitetail Ridge Rd, Brainerd MN 56401, United States DESCRIPTION: Collect rent on a regular basis. Pay real estate taxes. 6. JULIE ANN SEDLACHEK REV LIVING TRUST DTD 03/28/23 POSITION: Trustee NATURE: Trustee of my wife's revocable trust. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2025 ADDRESS: 11627 Whitetail Ridge Rd, Brainerd MN 56401, United States DESCRIPTION: Trustee 7. CENTRAL CHOICE INSURANCE GROUP, INC. POSITION: President NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 04/01/2012 ADDRESS: 524 S 6th St, Brainerd MN 56401, United States DESCRIPTION: Fixed Insurance sales to clients as needed.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-05-23
• S63 Uniform Securities Agent State Law Examination
  2006-02-09

Other Names

• Brian Sedlachek