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Osaic Wealth, Inc. CRD 23131
$235B regulatory AUM 56,660 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-02-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 12/2022 | 10/2024 |
| Office Depot Inc | Janesville | WI | 06/2018 | 12/2022 |
| Michaels Stores Inc | Anchorage | AK | 06/2010 | 05/2018 |
| Thrivent Investment Management Inc | Appleton | WI | 10/2024 | 09/2025 |
| Thrivent Financial | Appleton | WI | 10/2024 | 09/2025 |
| Ollie's Bargain Outlet | Rockford | IL | 09/2025 | 01/2026 |
| Brockmann Financial Services | Fort Atkinson | WI | 01/2026 | Present |
| Osaic Wealth Inc | Fort Atkinson | WI | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-08 |
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