Best Investors Account Sign in

Christian Blair Baldree

Osaic Wealth, Inc.

Roseville, CA

Claim This Profile
Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-01-19
WA RA APPROVED 2024-01-19
  • CA RA
    APPROVED
    Since 2024-01-19
  • WA RA
    APPROVED
    Since 2024-01-19

Branch Locations

925 Highland Pointe Dr Suite 190, Roseville, CA 95678 • 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
Magic Circle Theatre Roseville CA 07/2000 Present
Gfbb Benefits And Insurance Roseville CA 03/2009 09/2018
Questar Capital Corporation Minneapolis MN 09/2009 03/2019
Questar Asset Management Minneapolis MN 10/2010 03/2019
Woodbury Financial Services, Inc. Roseville CA 03/2019 01/2024
Woodbury Financial Services, Inc. Roseville CA 03/2019 01/2024
Osaic Wealth, Inc. Roseville CA 01/2024 Present
  • 07/2000 → Present
    Magic Circle Theatre
    Roseville, CA
  • 03/2009 → 09/2018
    Gfbb Benefits And Insurance
    Roseville, CA
  • 09/2009 → 03/2019
    Questar Capital Corporation
    Minneapolis, MN
  • 10/2010 → 03/2019
    Questar Asset Management
    Minneapolis, MN
  • 03/2019 → 01/2024
    Woodbury Financial Services, Inc.
    Roseville, CA
  • 03/2019 → 01/2024
    Woodbury Financial Services, Inc.
    Roseville, CA
  • 01/2024 → Present
    Roseville, CA
Previous Registrations
  • 2019-03-01 → 2024-01-19
    Woodbury Financial Services, Inc.
    Roseville, CA
  • 2010-10-06 → 2019-03-01
    Questar Asset Management, Inc.
    Minneapolis, MN
    Roseville, CA
Other Businesses

1)GFBB BENEFITS. POSITION: Insurance Agent. NATURE: Fixed insurance products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2009 ADDRESS: 925 Highland Pointe Drive, Suite 190, Roseville CA 95678 DESCRIPTION: Recommend insurance products. 2)GFBB BENEFITS FINANCIAL LLC. POSITION: President & CEO. NATURE: Business is a servicing company to receive and distribute commissions, pay bills, provide benefits to the owner and its employees. Business consulting services (forming, management or sale) offered through entity. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 11/03/2014 ADDRESS: 925 Highland Pointe Drive, Suite 190, Roseville CA 95678 DESCRIPTION: Manage payroll, financial records, file taxes, and provide business consulting services on an ad hoc basis. 3)PROSPERO WEALTH ADVISORS LLC POSITION: President & CEO NATURE: LLC. Entity is a servicing and marketing company formed to receive and distribute compensation related to securities business, pay overhead expenses, rents, and employees. Consulting services will be offered through the firm both securities and non-securities related. INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 10/01/2018 ADDRESS: 925 Highland Pointe Drive, Suite 190, Roseville CA 95678 DESCRIPTION: Manage payroll, hire and manage employees, financial records, file taxes, and provide business consulting services on an ad hoc basis. 4)BALDREE FAMILY LIVING TRUST POSITION: Trustee NATURE: Personal family trust established to hold assets while alive and distribute to beneficiaries upon death. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/17/2015 ADDRESS: 925 Highland Pointe Drive, Suite 190, Roseville CA 95678 DESCRIPTION: Manage trust properties. 5)PACIFIC GOLD AVIATION ASSOCIATION POSITION: Board of directors, President NATURE: Corporation for fractional aircraft ownership. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2015 ADDRESS: 1325 Howe Ave, Sacramento CA 95825 DESCRIPTION: Member of the board of directors. President of the board. Represent organization to the public. Assist with financial management / oversight of the organization. I am also a shareholder of the closely held corporation. 6)ROSEVILLE THEATER ARTS ACADEMY POSITION: Board of Trustees NATURE: Non-Profit Community Theater organized as a public benefit corporation (501c3) INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2010 ADDRESS: 241 Vernon Street, Roseville CA 95678 DESCRIPTION: Serve on the board of trustees. Financial and legal oversight, assist with procedures and policy making for the organization. 7)WATCH ADVISOR POSITION: Owner NATURE: Sole Prop. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2025 ADDRESS: 925 Highland Pointe Drive, Suite 190, Roseville CA 95678, United States DESCRIPTION: Provide consulting and acquisition of fine time pieces.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-06-22
  • S66 Uniform Combined State Law Examination
    2010-06-22

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Roseville, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor