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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-01-24
  • MN RA
    APPROVED
    Since 2025-01-24

Branch Locations

200 Southdale Center Suite 157, Edina, MN 55435 • United States

St. Louis Park, MN • 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
American Enterprise Investment Services, Inc. Chicago IL 04/2014 09/2021
Lincoln Financial Advisors Edina MN 09/2021 01/2025
Osaic Wealth, Inc. Edina MN 01/2025 Present
  • 04/2014 → 09/2021
    American Enterprise Investment Services, Inc.
    Chicago, IL
  • 09/2021 → 01/2025
    Lincoln Financial Advisors
    Edina, MN
  • 01/2025 → Present
    Edina, MN
Previous Registrations
  • 2021-09-23 → 2025-01-24
    Osaic Fa, Inc.
    Chicago, IL
    Rochester, NY
    Edina, MN
    Edina, MN
  • 2014-06-27 → 2021-09-13
    Minneapolis, MN
    Minneapolis, MN
Other Businesses

1. ANDREW SACKRISON - FIXED INSURANCE POSITION: Agent NATURE: Offer and service fixed annuities and traditional life insurance. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/13/2021 ADDRESS: 200 Southdale Center Ste 157, Ste. 100, Edina MN 55435, United States DESCRIPTION: Offer and service fixed annuities and traditional life insurance. 2. BUSINESS ACCOUNT-SACKRISON WEALTH PLANNING LLC POSITION: Owner NATURE: Setting up my own business bank account as Sackrison Wealth Planning LLC to efficiently file taxes each and every year INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/26/2021 ADDRESS: 200 Southdale Center Ste 157, Ste. 100, Edina MN 55345, United States DESCRIPTION: set up a business bank account to pay myself and track for end of year tax filings 3. MN BLADES HOCKEY COACH POSITION: Head Coach NATURE: non - profit , AAA hockey team INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 2 START DATE: 04/01/2026 ADDRESS: 6215 Oxford Street, St. Louis Park MN 55416, United States DESCRIPTION: Head Coach for AAA hockey team: Coach the hockey team Schedule practices/tournaments

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-06-27
  • S66 Uniform Combined State Law Examination
    2014-06-27

View on SEC IAPD

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