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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-09-01 |
| UT | RA | APPROVED | 2023-09-01 |
Branch Locations
5314 River Run Drive Suite 300, Provo, UT 84604 • United States
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 |
|---|---|---|---|---|
| Peter Kranenburg, Cpa | Orem | UT | 04/1986 | Present |
| Next Financial Group, Inc. | Lehi | UT | 01/2005 | 08/2018 |
| Sagepoint Financial, Inc. | Lehi | UT | 08/2018 | Present |
| Osaic Wealth, Inc. | Lehi | UT | 09/2023 | Present |
1) KRANENBURG ACCOUNTING & TAX SERVICE CPA'S PC POSITION: CPA/Owner NATURE: CPA work. Currently inactive business. No revenues. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/1986 ADDRESS: 2972 W. Maple Loop Drive Ste 302, Lehi UT 84043, United States DESCRIPTION: All powers, All duties 2) PAKJ INVESTMENTS LLC POSITION: Managing Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/15/1999 ADDRESS: 2972 W Maple Loop Drive Ste302, Lehi UT 84043, United States DESCRIPTION: Real-estate investments and management 3) PAKJ2 INVESTMENTS LLC POSITION: Managing Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/14/2014 ADDRESS: 2972 W Maple Loop Drive Ste 302, Lehi UT 84043, United States DESCRIPTION: Real Estate Investments and management. 4) INDEPENDENCE DAY ARMS AND AMMUNITION LLC POSITION: Member NATURE: The structure is a LLC with 2 members. Myself and my son. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 2972 W Maple Loop Drive #302, Lehi UT 84043, United States DESCRIPTION: Monitoring website, delivery of firearms and reporting sales and registration of owners to ATF as required. Finding vendors and items we wants to resale through our website. 5) PETER A KRANENBURG POSITION: Sales Rep.. NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 10/01/1986 ADDRESS: 2972 W Maple Loop Drive Suite 302, Lehi UT 84043, United States DESCRIPTION: Get quotes for clients, helping with applications and delivering policies.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-22 |
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