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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 |
|---|---|---|---|
| WI | RA | APPROVED | 2024-01-19 |
Branch Locations
10411 Corporate Drive Suite 200, Pleasant Prairie, WI 53158 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spectrum Wealth Advisors | Pleasant Prairie | WI | 10/2014 | Present |
| Woodbury Financial Services Inc | Pleasant Prairie | WI | 08/2022 | 01/2024 |
| Osaic Wealth, Inc. | Pleasant Prairie | WI | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-01 |
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