Anne Marie Machesky

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

• 07/2001 → 01/2025
  Lincoln Financial Advisors
  Edina, MN
• 01/2025 → Present
  Osaic Wealth, Inc.
  Edina, MN

Previous Registrations

• 2003-12-02 → 2025-01-24
  Osaic Fa, Inc.
  Edina, MN

Other Businesses

1) AMMCOR HOLDINGS, LLC DBA NWYZE SAVAGE, MN. TITLE: OWNER CATEGORY: LEGAL ENTITY INVESTMENT-RELATED: NO TITLE: OWNER DUTIES: GIVING SPEECHES, WRITING ARTICLES ON CURRENT BUSINESS TRENDS AND TRANSITIONING A BUSINESS GIVEN CURRENT TRENDS. MOTIVATIONAL SPEAKING. START DATE: 8/23/2004 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 0 2) ANNE M. MACHESKY 7701 FRANCE AVENUE SOUTH ? SUITE 100 EDINA, MN 55435 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: INSURANCE AGENT DUTIES: SALE OF FIXED LIFE AND LONG-TERM CARE INSURANCE, AND FIXED ANNUITIES START DATE: 8/2/01 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 3) ANNE M MACHESKY POSITION: Agent NATURE: I sell insurance products through a number of companies or agencies such as Crump, Lincoln Life, Pacific Life, etc. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/02/2001 ADDRESS: 7801 East Bush Lake Road, Suite 485, Edina MN 55439, United States DESCRIPTION: Sell insurance products such as long term care, life insurance and fixed annuities

Exams

• S63 Uniform Securities Agent State Law Examination
  1980-12-10