Andrew Louis Wilson

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

• 12/2014 → 03/2018
  John Hancock
  Boston, MA
• 12/2014 → 03/2018
  John Hancock Distributors Llc
  Charlotte, NC
• 03/2018 → 12/2022
  Principal Life Insurance Company
  Denver, CO
• 03/2018 → 02/2025
  Principal Securities, Inc.
  Denver, CO
• 06/2020 → Present
  Dnvr Financial
  Denver, CO
• 02/2025 → Present
  Osaic Wealth Inc
  Denver, CO

Previous Registrations

• 2022-07-07 → 2025-02-25
  Principal Securities, Inc.
  Denver, CO
  Denver, CO

Other Businesses

***Fixed Insurance; Investment Related; Allegis Advisor Group 75 W Towne Ridge Parkway, Suite 210 Sandy, UT 84070; Life, Annuities, LTC, DI, Group, Health; Sales; Start Date: 01/01/2023; 20 hrs per month; 20 during trading hours. 1. FIXED INSURANCE POSITION: President NATURE: Wealth Management Firm INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 03/26/2018 ADDRESS: 1700 Lincoln St. #1700, Denver CO 80203, United States DESCRIPTION: I review and sell new insurance plans to my clients if there is a need. 2. BILLY & TRUDY WILSON POSITION: POA NATURE: Wealth Management Firm INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/21/2018 ADDRESS: 1700 Lincoln St. #1000, Denver CO 80203, United States DESCRIPTION: My parents have my listed as Power of Attorney

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-12-22

Designations

• Chartered Financial Consultant

Other Names

• Andrew Wilson
• Andy Wilson