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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 |
|---|---|---|---|
| OR | RA | APPROVED | 2025-10-09 |
| FL | RA | APPROVED | 2025-10-07 |
Branch Locations
Fernandina Beach, FL • United States
3369 Crater Lake Hwy Suite 101, Medford, OR 97504 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Medford | OR | 06/2001 | 03/2017 |
| Ameriprise Financial Services Inc | Medford | OR | 03/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Medford | OR | 03/2020 | Present |
| Osaic Wealth | Medford | OR | 09/2025 | Present |
1. INSURANCE POSITION: Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/15/1983 ADDRESS: 3369 Crater Lake Hwy #101, Medford OR 97504, United States DESCRIPTION: sale of insurance products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-21 |
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