William Dean Reed

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:

Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
NE	RA	APPROVED	2024-01-19

NE RA
APPROVED

Since 2024-01-19

Branch Locations

Lincoln, NE • 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

Organization	City	State	From	To
Woodbury Financial	Lincoln	NE	06/2004	01/2024
Osaic Wealth, Inc.	Lincoln	NE	01/2024	Present

06/2004 → 01/2024

Woodbury Financial

Lincoln, NE
01/2024 → Present

Osaic Wealth, Inc.

Lincoln, NE

Previous Registrations

2005-02-03 → 2024-01-19

Woodbury Financial Services, Inc.

Lincoln, NE

Lincoln, NE

Other Businesses

1. REED FINANCIAL SERVICES; INV REL; 1900 WEST RIDGE RD, LINCOLN NE 68523; SALES OF LIFE LTC HEALTH FIXED ANNUITIES; OWNER/PRESIDENT; 1/01/1977; 120HR/MO; 80HR/MO; OWNER/PRESIDENT. 2. REED FINANCIAL SERVICES POSITION: President/Owner NATURE: sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 80 START DATE: 01/01/1977 ADDRESS: 1900 West Ridge Road, Lincoln NE 68523, United States DESCRIPTION: Sales of insurance products

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2003-05-24
S63	Uniform Securities Agent State Law Examination	1982-06-21

S65 Uniform Investment Adviser Law Examination

2003-05-24
S63 Uniform Securities Agent State Law Examination

1982-06-21

View on SEC IAPD