Best Investors
Account
Sign in
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 |
|---|---|---|---|
| MI | RA | APPROVED | 2023-02-08 |
Branch Locations
28411 Northwestern Hwy Suite 1300, Southfield, MI 48034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc | Oak Park | MI | 02/2015 | 01/2017 |
| Securties America Advisors | Oak Park | MI | 02/2015 | 01/2017 |
| The Firm Advisors | Oak Park | MI | 03/2014 | 12/2016 |
| Minnesota Life | St. Paul | MN | 01/2017 | 02/2023 |
| Wealth Strategies Financial Group | Southfield | MI | 01/2017 | 02/2023 |
| Securian Financial Services Inc. | St. Paul | MN | 01/2017 | 02/2023 |
| Royal Alliance | Southfield | MI | 02/2023 | 06/2023 |
| Osaic Wealth, Inc. | Southfield | MI | 06/2023 | Present |
1. PROVISION INSURANCE REFERRALS POSITION: Independent Contractor NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2018 ADDRESS: , Southfield MI , United States DESCRIPTION: Independent Contractor 2. MICHIGAN FINANCIAL COMPANIES - INSURANCE POSITION: Financial Consultant NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/08/2023 ADDRESS: 28411 Northwestern Hwy, Suite 1300, Southfield MI 48034, United States DESCRIPTION: SALES/MARKETING OF FIXED ANNUITIES AND NON-VARIABLE INSURANCE 3. MICHIGAN FINANCIAL COMPANIES - SECURITIES POSITION: Financial Consultant NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/08/2023 ADDRESS: 28411 Northwestern Hwy, Suite 1300, Southfield MI 48034, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products 4. PROVISION INSURANCE POSITION: None NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2018 ADDRESS: 28411 Northwestern Hwy, Suite 1300, Southfield MI 48034, United States DESCRIPTION: Property and casualty insurance referrals with an independent property and casualty insurance agency that pays me a share of the commissions for referring business 5. REAL ESTATE RENTAL POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/17/2026 ADDRESS: 824 Beaufield, Ferndale MI 48220, United States DESCRIPTION: Property purchased with intention of renting it at some point in the future. Currently I have a friend that is living there for $1 per month lease that I am not actively collecting. I will update this OBA once I have a paying tenant.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-04 |
Reach out to this advisor