Mark Alan Knutson

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2003 → 01/2024
  Woodbury Financial Services
  Bellingham, WA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Lehi, UT

Previous Registrations

• 2006-01-27 → 2024-01-19
  Woodbury Financial Services, Inc.
  Lehi, UT

Other Businesses

1) MARK A. KNUTSON-FIXED INSURANCE POSITION: Agent NATURE: This OBA is in regards to my fixed insurance business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/28/2003 ADDRESS: 4431 N. Shady Hollow Loop, Lehi UT 84043, United States DESCRIPTION: This OBA is in regards to my fixed insurance business. 2) SIMPLY DIVINE CHEESECAKES POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018 ADDRESS: 4431 N. Shady Hollow Loop, Lehi UT 84043, United States DESCRIPTION: Making and distributing cheesecakes--very, very good cheesecakes!We now have a logo and the official name for our little activity--Simply Divine Cheesecakes.

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-12-15

Designations

• Certified Financial Planner

Other Names

• Mark A Knutson