Mackenzie Sowada

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

• 06/2017 → 09/2017
  Sandvold Financial Group
  Minnetonka, MN
• 02/2018 → 05/2018
  Corepower Yoga
  St. Paul, MN
• 06/2018 → 09/2018
  College Nannies, Sitters And Tutors
  Plymouth, MN
• 09/2018 → Present
  Sandvold Financial Group
  Minnetonka, MN
• 09/2014 → 06/2017
  Wayzata High School
  Plymouth, MN
• 09/2017 → 05/2021
  University Of St.THomas
  St. Paul, MN
• 06/2021 → 01/2024
  Woodbury Financial Services Inc
  Minnetonka, MN
• 01/2024 → Present
  Osaic Wealth, Inc.
  Minnetonka, MN

Previous Registrations

• 2021-11-09 → 2024-01-19
  Woodbury Financial Services, Inc.
  Minnetonka, MN

Other Businesses

1) SANDVOLD FINANCIAL GROUP POSITION: Financial Planner and Marketing director NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/07/2022 ADDRESS: 10900 Wayzata Blvd Suite 100, Minnetonka MN 55305, United States DESCRIPTION: Assist clients with paperwork, account opening, trade recs, account review, prospecting for new clients, marketing budget, radio show planning, social media, event planning, etc.

Exams

• S66 Uniform Combined State Law Examination
  2021-11-06

Other Names

• Mackenzie Brooke Sowada
• Mackenzie Groechel