Susan Svazs

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

Authority	Category	Status	Date
PA	RA	APPROVED	2025-11-05

PA RA
APPROVED

Since 2025-11-05

Branch Locations

Mt. Pleasant, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Financial Solutions Group, Osaic Wealth	Mt. Pleasant	PA	05/2017	Present
Schweitzer Engineering Labs	Pullman	WA	10/2015	12/2016
University Of Idaho	Moscow	ID	09/2010	12/2016
N/A	N/A	ID	01/2017	04/2017
Osaic Wealth, Inc.	Mt. Pleasant	PA	05/2024	Present

05/2017 → Present

Financial Solutions Group, Osaic Wealth

Mt. Pleasant, PA
10/2015 → 12/2016

Schweitzer Engineering Labs

Pullman, WA
09/2010 → 12/2016

University Of Idaho

Moscow, ID
01/2017 → 04/2017

N/A

N/A, ID
05/2024 → Present

Osaic Wealth, Inc.

Mt. Pleasant, PA

Other Businesses

1. FINANCIAL SOLUTIONS GROUP POSITION: Associate NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/10/2014 ADDRESS: 128 Rosemore Lane, Mt Pleasant PA 15666, United States DESCRIPTION: Marketing, Analysis overseen by Advisor, Commission data management, Customer Service, Planning work overseen by Advisor, Technology support.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-11-04

S66 Uniform Combined State Law Examination

2025-11-04

Other Names

Susan Kovalchuk

View on SEC IAPD