Thomas H Roddis

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2021 → 08/2024
  Raymond James & Associates, Inc.
  Minneapolis, MN
• 10/2015 → Present
  Roddis Property & Investment Llc
  Edina, MN
• 01/2018 → 09/2020
  Cambek
  River Falls, WI
• 03/2025 → Present
  Osaic Wealth, Inc.
  Edina, MN

Previous Registrations

• 2022-03-23 → 2024-08-27
  Raymond James & Associates, Inc.
  Minneapolis, MN
  Edina, MN

Other Businesses

1.GEORGETOWN UNIVERSITY ALUMNI CLUB OF MINNEAPOLIS-ST PAUL POSITION: board member NATURE: non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2022 ADDRESS: 3604 O Street, NW, Washington DC 20057, United States DESCRIPTION: General board member - assist in planning activities to engage local Georgetown University alumni. 2.BEYOND WALLS: URBAN SQUASH TWIN CITIES POSITION: board member NATURE: Non-profit corporation INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 123 Harvard St. SE, Suite #144, Minneapolis MN 55455, United States DESCRIPTION: Board member - advise program staff and help plan events.

Exams

• S66 Uniform Combined State Law Examination
  2022-03-21

Other Names

• Thomas Hamilton Roddis
• Thomas Roddis