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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 |
|---|---|---|---|
| MN | RA | APPROVED | 2023-09-01 |
Branch Locations
Forest Lake, MN • United States
25 North Lake Street Suite 310, Forest Lake, MN 55025 • 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 |
|---|---|---|---|---|
| Investment Centers Of America, Inc. | Bismarck | ND | 05/2016 | 09/2016 |
| Weber Consulting | Forest Lake | MN | 10/2016 | Present |
| Infinex Investments, Inc. | Meriden | CT | 08/2018 | 03/2019 |
| Woodbury Financial | Oakdale | MN | 03/2019 | 07/2020 |
| Sagepoint Financial, Inc. | Forest Lake | MN | 08/2020 | 09/2023 |
| Osaic Wealth, Inc. | Forest Lake | MN | 09/2023 | Present |
1. FIVE STAR FINANCIAL RESOURCES POSITION: | Compliance and Supervision Specialist NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/22/2020 ADDRESS: 25 N LAKE STREET, SUITE 310, Forest Lake MN 55025, United States DESCRIPTION: I am an employee and OSJ delegate for Five Star Financial Resources/Doug Beck.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1985-05-21 |
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