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Nakita Calypso Kirchner

Osaic Wealth, Inc.

Minnetonka, MN

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2023-11-14
  • MN RA
    APPROVED
    Since 2023-11-14

Branch Locations

10900 Wayzata Boulevard Suite 850, Minnetonka, MN 55305 • 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
Minnehaha Falls Family Dental Minneapolis MN 12/2020 09/2022
University Of Minnesota - Twin Cities Minneapolis MN 09/2016 05/2020
Vedadi Wealth Management St. Louis Park MN 10/2022 Present
University Of Minnesota - Twin Cities Minneapolis MN 05/2017 05/2020
Noodles And Company Minneapolis MN 05/2020 11/2020
Sagepoint Financial, Inc. St. Louis Park MN 06/2023 Present
Osaic Wealth, Inc. St Louis Park MN 09/2023 Present
  • 12/2020 → 09/2022
    Minnehaha Falls Family Dental
    Minneapolis, MN
  • 09/2016 → 05/2020
    University Of Minnesota - Twin Cities
    Minneapolis, MN
  • 10/2022 → Present
    Vedadi Wealth Management
    St. Louis Park, MN
  • 05/2017 → 05/2020
    University Of Minnesota - Twin Cities
    Minneapolis, MN
  • 05/2020 → 11/2020
    Noodles And Company
    Minneapolis, MN
  • 06/2023 → Present
    Sagepoint Financial, Inc.
    St. Louis Park, MN
  • 09/2023 → Present
    St Louis Park, MN
Other Businesses

1. VEDADI WEALTH MANAGEMENT POSITION: Paraplanner NATURE: S-Corp, established for our wealth management business. IT is used to run compensation, business expenses, employee payroll, retirement plan, etc. through for tax purposes. INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 10/13/2023 ADDRESS: 10900 Wayzata Blvd, Ste 850, Minnetonka MN 55305, United States DESCRIPTION: I load data into financial planning software, assist clients with the software, update client records, take notes during appointments, and complete ad hoc tasks. 2. NOTARY PUBLIC POSITION: Notary Public NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/03/2022 ADDRESS: 10900 Wayzata Blvd, Suite 850, Minnetonka MN 55305, United States DESCRIPTION: Notary Public services.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-11
  • S66 Uniform Combined State Law Examination
    2023-09-11
Other Names
  • Nakita Kirchner

View on SEC IAPD

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