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Damian John Ogrodowski

Osaic Wealth, Inc.

Toledo, OH

Maumee, OH

CRD 5141679

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Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2013-07-10
  • OH RA
    APPROVED
    Since 2013-07-10

Branch Locations

Toledo, OH • United States

655 Beaver Creek Circle, Maumee, OH 43537 • 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
The Toledo Blade Comapny Toledo OH 01/1999 Present
Royal Alliance Toledo OH 07/2013 Present
  • 01/1999 → Present
    The Toledo Blade Comapny
    Toledo, OH
  • 07/2013 → Present
    Royal Alliance
    Toledo, OH
Previous Registrations
  • 2007-09-19 → 2013-07-12
    Walnut Street Securities, Inc.
    Toledo, OH
Other Businesses

1. SAVAGE & ASSOCIATES, INC. POSITION: Statutory Agent - NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 06/01/2006 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: Independent insurance agent (disability, fixed annuities, life/accident/health, long term care, Medicare related products. 2. DAMIAN OGRODOWSKI POSITION: Presenter NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/01/2018 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: I am seeking to offer informative presentations to groups of people for employer groups on the topic of Financial Wellness. I would like to be able to charge an hourly fee for these presentations and the time spent surrounding these presentations. 3. SAVAGE & ASSOCIATES POSITION: Financial Professional NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 120 START DATE: 06/01/2006 ADDRESS: 655 Beaver Creek Cir., Maumee OH 43537, United States DESCRIPTION: Oversee client investments, make recommendations, manage a portfolio as part of my primary function as a FP 4. DAMIAN OGRODOWSKI, INSURANCE AGENT POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 08/15/2006 ADDRESS: 655 BEAVER CREEK CIR, Maumee OH 43537, United States DESCRIPTION: Selling life and health insurance

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-12-13
  • S66 Uniform Combined State Law Examination
    2012-12-13

View on SEC IAPD

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