Best Investors Account Sign in

Thomas Matthew Kedzie

Osaic Wealth, Inc.

Chicago, IL

Claim This Profile
Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-01-24
TX RA APPROVED_RES 2025-01-24
  • IL RA
    APPROVED
    Since 2025-01-24
  • TX RA
    APPROVED_RES
    Since 2025-01-24

Branch Locations

8755 West Higgins Road Suite 200, Chicago, IL 60631 • 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
OrganizationCityStateFromTo
Lincoln Financial Advisors Chicago IL 02/2002 01/2025
Osaic Wealth, Inc. Chicago IL 01/2025 Present
  • 02/2002 → 01/2025
    Lincoln Financial Advisors
    Chicago, IL
  • 01/2025 → Present
    Chicago, IL
Previous Registrations
  • 2002-03-14 → 2025-01-24
    Osaic Fa, Inc.
    Chicago, IL
    Chicago, IL
Other Businesses

1) TOM KEDZIE, NAPERVILLE, IL 60540 Category: INSURANCE Investment Related: YES Title: AGENT Duties: SERVICE AND SELL INSURANCE PRODUCTS INCLUDING ACCIDENT, HEALTH, COMMISION-BASED GROUP BENEFITS, DISABILITY, LONG-TERM CARE, TRADITIONAL LIFE INSURANCE, AND FIXED AND INDEXED ANNUITIES. Start Date: 02/22/2002 Hours per Month: 4 Hours per Month during trading hours: 4 2) RETIREWELL LLC 8755 W. HIGGINS RD., STE. 200, CHICAGO, IL 60631 CATEGORY: LEGAL ENTITY/INSURANCE INVESTMENT RELATED: YES TITLE: OWNER/AGENT DUTIES: LEGAL ENTITY THROUGH WHICH FIXED INSURANCE PRODUCTS ARE OFFERED AND MARKETED. PRODUCTS INCLUDE HEALTH INSURANCE, FIXED AND INDEXED ANNUITIES, DISABILITY, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE. START DATE: 2/12/19 HOURS PER MONTH: 160 HOURS PER MONTH DURING TRADING HOURS: 160 3) RETIREWELL POSITION: Agent NATURE: Sale of insurance. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/12/2019 ADDRESS: 8755 W. Higgins Road, Suite 200, Chicago IL 60631, United States DESCRIPTION: Sale of insurance.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-05-05
S63 Uniform Securities Agent State Law Examination 1999-03-12
  • S65 Uniform Investment Adviser Law Examination
    2000-05-05
  • S63 Uniform Securities Agent State Law Examination
    1999-03-12

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Chicago, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor