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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-26 |
| FL | RA | APPROVED | 2024-01-19 |
| IL | RA | APPROVED | 2024-01-19 |
| IN | RA | APPROVED | 2024-01-19 |
| OH | RA | APPROVED | 2024-01-19 |
| PA | RA | APPROVED | 2024-01-19 |
| SC | RA | APPROVED | 2024-01-19 |
| WA | RA | APPROVED | 2024-01-19 |
Branch Locations
401 South Frontage Road Suite A, Burr Ridge, IL 60527 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moraine Valley College | Palos Hills | IL | 08/2006 | Present |
| Marist High School | Chicago | IL | 08/2007 | Present |
| Woodbury Financial Services, Inc | Oak Brook | IL | 05/2010 | 01/2024 |
| Osaic Wealth, Inc. | Burr Ridge | IL | 01/2024 | Present |
1)BRIAN HYNES; NONINV RELATED; 401 S FRONTAGE RD SUITE A BURR RIDGE, IL 60527; TRAD LIFE INS/FIXED ANNUITIES; LIC INS SALESMAN; START 03/20/2010; 5HR/MTH; 5HR/MTH; SALES. 2) MARIST HIGH SCHOOL; 4200 W 115TH ST, CHICAGO IL; HIGH SCHOOL BASKETBALL; ASSISTANT VARSITY BASKETBALL COACH; START 08/01/2007; 80 HRS/MTH, NONE DURING TRADING; COACH. 3) MORIANE VALLEY COLLEGE; NONINVT REL; PALOS HILLS IL; PROFESSOR FINANCE & ACCOUNTING; START 08/01/2006; 12 HRS/MTH NOT DURING TRADING; TEACHER. 4)PARKPLACE HANDCARWASH POSITION: Owner NATURE: I am part of an LLC that owns a carwash INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2007 ADDRESS: 34450 US 45, Grayslake IL 60030, United States DESCRIPTION: I am owner that participates in calls and sometimes has to help fund cash flow 5)THE ANDREW WEISHAR FOUNDATION POSITION: BOARD MEMBER NATURE: CHARITY TO RAISE FUNDS FOR CANCER INVESTMENT RELATED: NO NUMBER OF HOURS: 2 INVESTMENT RELATED HOURS: 0 START DATE: 05/01/2013 ADDRESS: 4948 W 145TH ST., MIDLOTHIAN IL 60445 DESCRIPTION: I AM A MEMBER OF THE BOARD OF DIRECTORS. WE MEET A COUPLE TIMES A YEAR, IN THE EVENING, TO DISCUSS DIFFERENT IDEAS FOR FUNDRAISERS. 6) KHS WEALTH AND INSURANCE SERVICES POSITION: partner NATURE: This is an LLC which my partners and i use for marketing name INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 01/01/2012 ADDRESS: 401 s Frontage Road, Burr Ridge IL 60527; DESCRIPTION: I am partner of the firm. I assist in marketing our firm. 7) HYNES INSURANCE TRUST POSITION: Trustee NATURE: Family insurance trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1996 ADDRESS: 462 shadowcreek drive, Palos Heights IL 60463, United States DESCRIPTION: I am the trustee of our family insurance trust. I pay the premium on a second to die policy for my parents 8) BRIAN HYNES POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/20/2010 ADDRESS: 401 S Frontage Rd, Ste A, Burr Ridge IL 60527, United States DESCRIPTION: Insurance sales of fixed products (Traditional life Insurance and Fixed Annuities). 9) CHICAGO MERCANTILE EXCHANGE POSITION: Member NATURE: I own a membership on The Chicago Board of Trade. I collect rent from individual renting my membership(seat) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/1991 ADDRESS: 20 S. Wacker drive, Chicago IL 60606, United States DESCRIPTION: I receive a monthly check of $300 for rent 10) MARIST HIGH SCHOOL POSITION: Head Coach NATURE: I am a coach at a high school INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 0 START DATE: 04/29/2021 ADDRESS: 4200 W 115th street, Chicago IL 60655, United States DESCRIPTION: I am the Head basketball coach at Marist High School in Chicago
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-30 |
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