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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2024-06-14 |
Branch Locations
Bloomington, IL • United States
4603 N Galena Rd Ste 101, Peoria Heights, IL 61614 • United States
2416 E Washington Ste H, Bloomington, IL 61704 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Peoria Heights | IL | 09/2015 | 06/2024 |
| Strategic Financial Consulting | Peoria Heights | IL | 09/2013 | Present |
| Securities America Advisors | Peoria Heights | IL | 05/2016 | 06/2024 |
| Osaic Wealth, Inc. | Bloomington | IL | 06/2024 | Present |
| Osaic Wealth, Inc. | Bloomington | IL | 06/2024 | Present |
1. DBA: Monarch Financial Consulting 2. MONARCH FINANCIAL CONSULTING POSITION: Owner NATURE: LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 10/10/2025 ADDRESS: 4603 N. Galena Rd, Peoria Heights IL 61614, United States DESCRIPTION: I offer annuities and insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-08 |
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