Meghan Raeann Cady

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

• 05/2016 → 07/2017
  American United Life
  Indianapolis, IN
• 07/2016 → 07/2017
  Oneamerica Securities
  Indianapolis, IN
• 07/2017 → 07/2018
  Delaware Life Insurance
  Indianapolis, IN
• 07/2018 → Present
  Creative Planning Strategies
  Indianapolis, IN
• 07/2018 → Present
  Sagepoint Financial, Inc.
  Indianapolis, IN
• 09/2023 → Present
  Osaic Wealth, Inc.
  Indianapolis, IN

Previous Registrations

• 2018-07-03 → 2023-09-01
  Osaic Services, Inc.
  Indianapolis, IN
• 2016-07-06 → 2017-08-14
  Oneamerica Securities, Inc.
  Carmel, IN
• 2012-12-12 → 2014-08-04
  Td Ameritrade, Inc.
  Indianapolis, IN
• 2012-12-12 → 2014-08-04
  Td Ameritrade Investment Management, Llc
  Ndianapolis, IN

Other Businesses

1. MAVEN RETIREMENT ADVISORS POSITION: Financial Services Manager NATURE: DBA for marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/10/2019 ADDRESS: 50 E 91st St Ste 314, Indianapolis IN 46240, United States DESCRIPTION: Back office, paperwork, entering trades 2. WSI INC POSITION: Financial Services Manager NATURE: DBA for marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/01/2018 ADDRESS: 50 E 91st St., Ste 314, Indianapolis IN 46240, United States DESCRIPTION: Back office, paperwork, entering trades

Exams

• S66 Uniform Combined State Law Examination
  2012-12-10
• S63 Uniform Securities Agent State Law Examination
  2010-05-17

Other Names

• Meghan Raeann Offutt