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Aaron Schrader

Osaic Wealth, Inc.

Bossier City, LA

CRD 7695127

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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:

Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-11-19
  • LA RA
    APPROVED
    Since 2025-11-19

Branch Locations

Bossier City, LA • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Usaf Barksdale Afb LA 01/2021 06/2023
Usaf Minot Afb ND 03/2016 01/2021
First Command Brokerage Services, Inc Fort Worth TX 02/2023 06/2023
First Command Brokerage Services, Inc Fort Worth TX 06/2023 05/2025
First Command Advisory Services, Inc Fort Worth TX 06/2023 05/2025
First Command Insurance Services, Inc Fort Worth TX 06/2023 05/2025
Mml Investors Services, Llc Shreveport LA 05/2025 10/2025
Massmutual Life Insurance Company Shreveport LA 05/2025 10/2025
Osaic Wealth Inc Bossier City LA 11/2025 Present
  • 01/2021 → 06/2023
    Usaf
    Barksdale Afb, LA
  • 03/2016 → 01/2021
    Usaf
    Minot Afb, ND
  • 02/2023 → 06/2023
    First Command Brokerage Services, Inc
    Fort Worth, TX
  • 06/2023 → 05/2025
    First Command Brokerage Services, Inc
    Fort Worth, TX
  • 06/2023 → 05/2025
    First Command Advisory Services, Inc
    Fort Worth, TX
  • 06/2023 → 05/2025
    First Command Insurance Services, Inc
    Fort Worth, TX
  • 05/2025 → 10/2025
    Shreveport, LA
  • 05/2025 → 10/2025
    Massmutual Life Insurance Company
    Shreveport, LA
  • 11/2025 → Present
    Bossier City, LA
Previous Registrations
Other Businesses

NAME: HAVOC INVESTMENT SERVICES, INV REL: Y, ADD: RESIDENTIAL ADDRESS NATURE: OWNER OF LLC FOR PASS THROUGH COMPENSATION, POSITION: OWNER, START DATE: 6/15/2023, NO. HR/MO: 0, NO. HR/MO DURING SEC TRADING:0

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-01
  • S66 Uniform Combined State Law Examination
    2023-05-01

View on SEC IAPD

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