Mariam K Vedadi

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2007 → 02/2021
  Riversource Distributors Inc
  Minneapolis, MN
• 07/2001 → Present
  Comprehensive Financial Solutions Llc
  Saint Louis Park, MN
• 02/2021 → 07/2021
  Sagepoint Financial, Inc.
  St Louis Park, MN
• 09/2023 → Present
  Osaic Wealth, Inc.
  St Louis Park, MN

Previous Registrations

• 2021-07-02 → 2023-09-01
  Osaic Services, Inc.
  St Louis Park, MN

Other Businesses

1. VEDADI WEALTH MANAGMENT POSITION: Financial Advisor NATURE: S-Corp, established for our wealth management business. IT is used to run compensation, business expenses, employee payroll, retirement plan, etc. through for tax purposes. INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 06/16/2022 ADDRESS: 5775 WAYZATA BLVD, STE 360, ST LOUIS PARK MN 55416-1217 DESCRIPTION: Financial planner. Assist other financial advisors with client meeting preparation and follow-up. This entity employs staff of the financial advisors.

Exams

• S66 Uniform Combined State Law Examination
  2021-07-01

Other Names

• Mariam Klar Vedadi
• Mariam Klar