Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| ID | RA | APPROVED | 2025-05-08 |
| OK | RA | APPROVED | 2025-05-08 |
| NC | RA | APPROVED | 2024-09-25 |
| MA | RA | APPROVED | 2024-07-26 |
| IN | RA | APPROVED | 2024-07-09 |
| KS | RA | APPROVED | 2024-07-08 |
| ND | RA | APPROVED | 2024-03-11 |
| CO | RA | APPROVED | 2024-03-05 |
| VA | RA | APPROVED | 2024-03-05 |
| NV | RA | APPROVED | 2024-03-04 |
| OH | RA | APPROVED | 2024-03-04 |
| CA | RA | APPROVED | 2023-09-01 |
| FL | RA | APPROVED | 2023-09-01 |
| MI | RA | APPROVED | 2023-09-01 |
| MN | RA | APPROVED | 2023-09-01 |
| TX | RA | APPROVED_RES | 2023-09-01 |
| WI | RA | APPROVED | 2023-09-01 |
Branch Locations
25 North Lake Street Suite 310, Forest Lake, MN 55025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc | Forest Lake | MN | 01/2009 | 09/2023 |
| Osaic Wealth, Inc. | Forest Lake | MN | 09/2023 | Present |
1. TRUSTEE - BECK FAMILY TRUST; NOT INVESTMENT-RELATED; 108 COLLEN STREET, WYOMING, MN 55092; TRUSTEE; 05/22/1991; 1 HOUR/ 0 SECURITIES HOURS; TRUSTEE OF FAMILY TRUST. 2. BECK AUTOMOTIVE LLC POSITION: OWNER; NATURE: AUTOMOTIVE SERVICE AND REPAIR SHOP; INVESTMENT RELATED: NO; NUMBER OF HOURS: 5; INVESTMENT RELATED HOURS: 0; START DATE: 11/29/2013; ADDRESS: 892 COUNTY ROAD 10 NE, SPRING LAKE PARK MN 55434; DESCRIPTION: OWNER ONLY. MY SON RUNS THE AUTOMOTIVE SERVICE AND REPAIR BUSINESS. 3. PARK PLACE BY THE LAKE ASSOCIATION POSITION: Board Member NATURE: Association for Office Building Management INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2017 ADDRESS: 25 N Lake Street, Forest Lake MN 55025, United States DESCRIPTION: Board member for the management of the office building 4. BCD ASSOCIATES, LLC POSITION: Owner NATURE: Commercial Rental INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/01/2019 ADDRESS: 892 County Road 10 NE, Spring Lake Park MN 55434, United States DESCRIPTION: Commercial Building Owner 5. FIVE STAR FINANCIAL RESOURCES POSITION: Owner - NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 03/20/2002 ADDRESS: 25 N Lake Street, Suite 310, Forest Lake MN 55025, United States DESCRIPTION: Marketing of Financial Services 6. FIVE STAR FINANCIAL RESOURCES OF SW FLORIDA, LLC POSITION: Owner/Founder NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 07/01/2024 ADDRESS: 10436 Curry Palm Lane, Fort Myers FL 33966, United States DESCRIPTION: Business Consulting and Coaching
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-05 |
Reach out to this advisor