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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 | 2025-04-21 |
| MI | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial | South Lyon | MI | 02/2006 | 01/2024 |
| Osaic Wealth, Inc. | South Lyon | MI | 01/2024 | Present |
1) GREAT LAKES FINANCIAL ADVISORY GROUP; NON INV REL; 11841 MASON MONTGOMERY RD, STE A, CINCINNATI, OH 45249; AGENT; APPOINTED WITH VARIOUS COMPANIES TO SELL TRADITIONAL INSURANCE PRODUCTS; STARTED 07/82; DEVOTE APPROX 28 HRS/MO; 10 HR/MO; SELLING TRADITIONAL INSURANCE PRODUCTS. 2) JOHN N DREHER & ASSOCIATES, NON INV REL; 10697 STONEY POINT DR, SOUTH LYON, MI , 48178 ; FIXED INSURACE AGENCY; PRESIDENT/BOARD MEMBER SHAREHOLDER-UNDERWRITING SALES; 2/1/2006 15HR/MO; 5HR/MO; UNDERWRITE VA LIFE FOR WOODBURY, SELL FIXED INSURANCE PRODUCTS 3) JOHN N DREHER & ASSOCIATES POSITION: Investment Advisor Reprehensive NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 60 START DATE: 10/16/2025 ADDRESS: 10697 Stoney Point Dr, 10697 Stoney Point Dr, South Lyon MI 48178, United States DESCRIPTION: Insurance and investments
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-14 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 1983-08-04 |
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