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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 | 2025-10-21 |
| CA | RA | APPROVED | 2024-10-11 |
| NJ | RA | APPROVED | 2024-10-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 12/2009 | 02/2019 |
| Questar Asset Management | Bergenfield | NJ | 12/2009 | 02/2019 |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 02/2019 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1. PARTNERS IN PLANNING, INC. POSITION: Owner/Insurance Agent. NATURE: Sale of fixed insurance products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 12/23/2009 ADDRESS: 64 Lilac St, PO Box 157, Bergenfield NJ 07621-0157, United States DESCRIPTION: Offering fixed annuities, disability, health, life, property & casualty, employee benefits, and LTC. 2. THE PARTNERS ALLIANCE, INC. POSITION: Business Management. NATURE: Contractor. INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 12 START DATE: 12/01/2009 ADDRESS: 64 Lilac St, PO Box 157, Bergenfield NJ 07621-0157, United States DESCRIPTION: Contracts for services, utilities, and business needs for Wayne Brunck and all outside businesses. 3. STATE OF NJ NOTARY PUBLIC COMMISSION POSITION: Notary NATURE: Notary INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 02/17/2015 ADDRESS: 64 Lilac St, P.O. Box 157, Bergenfield NJ 07621, United States DESCRIPTION: Follow NJ regulation for Notary Public 4. PARTNERS IN PLANNING, INC. POSITION: Owner/Insurance Agent NATURE: My securities business is managed as a sole proprietorship, RR and IAR. The Partners Alliance, Inc is a DBA. Partners In Planning, Inc is a separate corporation for Insurance Brokerage activities, I do not have separate business cards for Partners In Planning, Inc. Emails, Text and letterheads have the Osaic Disclosure language. INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 12/23/2009 ADDRESS: 64 Lilac St, P.O. Box 157, Bergenfield NJ 07621, United States DESCRIPTION: My securities business is managed as a sole proprietorship, RR and IAR. The Partners Alliance, Inc is a DBA. Partners In Planning, Inc is a separate corporation for Insurance Brokerage activities, I do not have separate business cards for Partners In Planning, Inc. Emails, Text and letterheads have the Osaic Disclosure language.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-06-11 |
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