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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-08-05
TX RA APPROVED 2026-07-28
MN RA APPROVED 2024-06-14
  • WI RA
    APPROVED
    Since 2026-08-05
  • TX RA
    APPROVED
    Since 2026-07-28
  • MN RA
    APPROVED
    Since 2024-06-14

Branch Locations

5886 Blackshire Path, Inver Grove Heights, MN 55076 • 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
Securities America, Inc. Inver Grove Heights MN 09/2013 Present
Securities America Advisors Inver Grove Heights MN 05/2018 Present
Osaic Wealth, Inc. Inver Grove Heights MN 06/2024 Present
  • 09/2013 → Present
    Securities America, Inc.
    Inver Grove Heights, MN
  • 05/2018 → Present
    Securities America Advisors
    Inver Grove Heights, MN
  • 06/2024 → Present
    Inver Grove Heights, MN
Previous Registrations
  • 2018-05-29 → 2024-06-14
    Securities America Advisors, Inc.
    Inver Grove Heights, MN
Other Businesses

1. FIRST CAPITAL MANAGEMENT, INC. POSITION: Advisor NATURE: SAA advisory affiliation INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 01/01/2022 ADDRESS: 5886 Blackshire Path, Inver Grove Heights MN 55075 DESCRIPTION: Registered Investment Advisor with SAA 2. INSURANCE AGENT POSITION: Insurance Agent NATURE: Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 05/18/2017 ADDRESS: 5886 Blackshire Path, Inver Grove Heights MN 55076, United States DESCRIPTION: Insurance agent 3. RANDY SKALBERG POSITION: Assist in gathering and delivering tax documents NATURE: RANDALL SKALBERG TAX PREPARATION VIRTUAL TAX - TAX PREPARTION - ASSIST IN GATHER AND DELIVERING TAX DOCS - 5% TIME SPENT INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/15/2023 ADDRESS: 109 Sharon Court, Winona MN 55987, United States DESCRIPTION: RANDALL SKALBERG TAX PREPARATION VIRTUAL TAX - TAX PREPARTION - ASSIST IN GATHERING AND DELIVERING TAX DOCUMENTS - 5% TIME SPENT

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-06-21
  • S66 Uniform Combined State Law Examination
    2016-06-21
Designations

View on SEC IAPD

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