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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 | 2024-01-19 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial Advisors | Chanhassen | MN | 12/2010 | 12/2016 |
| Woodbury Financial Services Inc | Sturgeon Bay | WI | 01/2017 | 01/2024 |
| Osaic Wealth, Inc. | Sturgeon Bay | WI | 01/2024 | Present |
1) DEAN FINANCIAL PLANNING SOLUTIONS POSITION: President NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 03/01/2019 ADDRESS: 217 N 4th Ave #117, Sturgeon Bay WI 54235, United States DESCRIPTION: Providing Financial and investment advice 2) TENACITY ADVISORY GROUP POSITION: Affiliated Advisor NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/17/2017 ADDRESS: 2700 Vernon Dr, Green Bay WI 54304, United States DESCRIPTION: Share Best Practices 3) ELEANOR DEAN POSITION: Other - Producer NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 01/04/2017 ADDRESS: 217 N 4th Ave #117, STURGEON BAY WI 54235, United States DESCRIPTION: Insurance sales to clients in MN, WI, CO, . Appointed with the following companies: Jackson National Life andProtective Life Insurance, BrightHouse
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1980-02-14 |
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