Susan Michelle Benedict

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

• 03/2014 → 12/2017
  Legacy Wealth Management
  Fargo, ND
• 06/2014 → 12/2017
  Woodbury Financial Services, Inc
  Fargo, ND
• 12/2017 → 10/2022
  Colliers Securities Llc
  Fargo, ND
• 10/2022 → 01/2024
  Woodbury Financial Services Inc
  Sabin, MN
• 01/2024 → Present
  Osaic Wealth, Inc.
  Sabin, MN

Previous Registrations

• 2022-10-21 → 2024-01-19
  Woodbury Financial Services, Inc.
  Sabin, MN
  Sabin, MN
  Lake Elmo, MN
• 2017-12-22 → 2022-11-01
  Colliers Securities Llc
  Fargo, ND
• 2016-03-14 → 2017-12-22
  Woodbury Financial Services, Inc.
  Fargo, ND

Other Businesses

1. DBA HART FINANCIAL GROUP POSITION: Financial Advisor NATURE: sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 10/24/2022 ADDRESS: 7304 50TH AVE S, SABIN MN 56580, United States DESCRIPTION: Service existing clients and additional prospects as their financial advisor 2. INSURANCE - HART FINANCIAL GROUP POSITION: Financial Advisor NATURE: sole proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 10/24/2022 ADDRESS: 7304 50TH AVE S, SABIN MN 56580, United States DESCRIPTION: Service clients with insurance products and sales of insurance products to clients and prospects

Exams

• S66 Uniform Combined State Law Examination
  2016-02-27
• S63 Uniform Securities Agent State Law Examination
  1999-03-08