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Osaic Wealth, Inc. CRD 23131
$235B regulatory AUM 56,660 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-22 |
| MN | RA | APPROVED | 2024-01-19 |
| ND | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services | Grand Forks | ND | 03/2010 | 01/2024 |
| Osaic Wealth, Inc. | Grand Forks | ND | 01/2024 | Present |
POKRZYWINSKI FINANCIAL POSITION: Agent NATURE: Insurance Sales & Service. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 07/01/1999 ADDRESS: 5417 Chestnut St, Grand Forks ND 58201, United States DESCRIPTION: Discuss insurance options with clients and ongoing management of insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-07 |
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