Mackenzie Carlson

Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-02-04

NY RA
APPROVED

Since 2025-02-04

Branch Locations

New York, NY • United States

1908 N 203 St Ste 6, Elkhorn, NE 68022 • 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

Organization	City	State	From	To
Ladenburg Thalmann & Co. Inc.	New York	NY	01/2023	08/2024
Kpmg	New York	NY	09/2022	01/2023
Unemployed	Waterloo	NE	05/2022	09/2022
Creighton University	Omaha	NE	08/2018	05/2022
Kpmg	Omaha	NE	05/2021	08/2021
Union Pacific Railroad Company	Omaha	NE	12/2020	05/2021
Creighton University	Omaha	NE	06/2020	09/2021
Teammates Mentoring Program	La Vista	NE	06/2019	12/2019
Dairy Chef	Elkhorn	NE	03/2018	08/2019
Carlson Financial	Elkhorn	NE	10/2015	05/2022
Concordia Jr./Sr. High School	Omaha	NE	05/2014	05/2018
Carlson Financial	Elkhorn	NE	10/2024	Present
Osaic Wealth Inc	Elkhorn	NE	11/2024	Present

01/2023 → 08/2024

Ladenburg Thalmann & Co. Inc.

New York, NY
09/2022 → 01/2023

Kpmg

New York, NY
05/2022 → 09/2022

Unemployed

Waterloo, NE
08/2018 → 05/2022

Creighton University

Omaha, NE
05/2021 → 08/2021

Kpmg

Omaha, NE
12/2020 → 05/2021

Union Pacific Railroad Company

Omaha, NE
06/2020 → 09/2021

Creighton University

Omaha, NE
06/2019 → 12/2019

Teammates Mentoring Program

La Vista, NE
03/2018 → 08/2019

Dairy Chef

Elkhorn, NE
10/2015 → 05/2022

Carlson Financial

Elkhorn, NE
05/2014 → 05/2018

Concordia Jr./Sr. High School

Omaha, NE
10/2024 → Present

Carlson Financial

Elkhorn, NE
11/2024 → Present

Osaic Wealth Inc

Elkhorn, NE

Other Businesses

SISU FINANCIAL POSITION: administrative NATURE: S CORP to pay expenses and payroll INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 08/01/2024 ADDRESS: 1908 N 203rd Suite 6, Elkhorn NE 68022, United States DESCRIPTION: administrative position for scott carlson helps with paperwork, crm and submitting business

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-01-31

S66 Uniform Combined State Law Examination

2025-01-31

Other Names

Mackenzie Grace Carlson

View on SEC IAPD