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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 |
|---|---|---|---|
| IN | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| S.A.F.E. Management | Detroit | MI | 12/2005 | Present |
| Lincoln Financial Advisors | Fort Wayne | IN | 07/2011 | 02/2025 |
| Lincoln Financial Securities Corporation | Fort Wayne | IN | 10/2013 | 02/2025 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 01/2025 | Present |
| Osaic Wealth, Inc. | Scottsdale | AZ | 01/2025 | Present |
1) SAFE MANAGEMENT, 200 BRUSH STREET, DETROIT, MI 48226. CATEGORY: RETAIL INVESTMENT-RELATED: NO TITLE: EMPLOYEE. DUTIES: PROVIDE SECURITY FOR NFL GAMES AND EVENTS AT FORD FIELD START DATE: 12/2005. HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-03 |
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