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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-04-01 |
Branch Locations
10955 Lowell Ave Suite 520, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cohen Financial Services | Overland Park | KS | 01/2023 | Present |
| Adapt Health | Staten Island | NY | 06/2022 | 12/2022 |
| Manhattan Soccer Club | New York | NY | 09/2021 | 06/2022 |
| Oak Beverages | New York | NY | 11/2021 | 06/2022 |
| Cooper's Craft And Kitchen | New York | NY | 07/2021 | 09/2021 |
| Unemployed | New York | NY | 06/2021 | 07/2021 |
| Kansas Rush Soccer Club | Olathe | KS | 09/2018 | 06/2021 |
| Avila University | Kansas City | MO | 08/2020 | 05/2021 |
| Calderone Club | Milwaukee | WI | 06/2018 | 08/2018 |
| Sprecher's Bar And Restaurant | Milwaukee | WI | 03/2018 | 06/2018 |
| Milwaukee Country Club | Milwuakee | WI | 06/2017 | 06/2018 |
| Student | Milwaukee | WI | 08/2015 | 09/2018 |
| Cetera Advisors Llc | St Cloud | MN | 01/2023 | 08/2023 |
| Cetera Advisors Llc | St Cloud | MN | 08/2023 | Present |
| Osaic | Overland Park | KS | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-26 |
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