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CRD 6382962
Osaic Institutions, Inc. CRD 35371
$6.49B regulatory AUM 7 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-05-30 |
Branch Locations
1801 Market Drive,, Stillwater, MN 55802 • United States
3117 University Avenue Se, Minneapolis, MN 55414 • United States
105 15Th Ave Ne, Waseca, MN 56093 • United States
975 34Th Ave. Nw, Rochester, MN 55901 • United States
9580 Blackoaks Lane N, Maple Grove, MN 55311 • United States
8577 Columbine Road, Eden Prairie, MN 55344 • United States
6450 Wayzata Blvd, Golden Valley, MN 55426 • United States
1251 Town Centre Drive, Eagan, MN 55121 • United States
1880 Perimeter Dr, Roseville, MN 55113 • United States
10000 Rockford Rd, Plymouth, MN 55442 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Edina | MN | 01/2015 | 05/2023 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 05/2023 |
| Infinex Investments, Inc. | Meriden | CT | 05/2023 | Present |
| Spire Cu | Roseville | MN | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-11 |
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