Nicolas Alejandro Madrigal

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

• 08/2016 → 05/2018
  Illinois Central College
  East Peoria, IL
• 08/2018 → 05/2020
  University Of Tampa
  Tampa, FL
• 05/2020 → 05/2022
  Ez Mortgage
  East Peoria, IL
• 08/2022 → Present
  River City Insurance Agency Inc
  Peoria, IL
• 03/2023 → 01/2024
  Woodbury Financial Services Inc
  East Peoria, IL
• 01/2024 → Present
  Osaic Wealth, Inc.
  East Peoria, IL

Previous Registrations

• 2024-01-03 → 2024-01-19
  Woodbury Financial Services, Inc.
  East Peoria, IL

Other Businesses

1. I also own rental properties that require little to no time each month and never during trading hours. 2. RIVER CITY INSURANCE INC POSITION: Owner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 03/01/2021 ADDRESS: 820 SW Adams St Suite C, Peoria IL 61602, United States DESCRIPTION: Managing the book of business 3. N/A POSITION: Owner NATURE: I have rental properties. Currently no structure but will likely set up an LLC sometime next year. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/08/2021 ADDRESS: 5328 N Plaza Dr, Peoria IL 61614, United States DESCRIPTION: Collect rent checks. When properties are vacant I hire our contractors to complete the work to get the property rented out. 4. EZ MORTGAGE POSITION: Loan Originator NATURE: I will be a W2 employee and it will be replacing the Cornerstone position INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 12/16/2024 ADDRESS: 2400 N Main St Ste E, East Peoria IL 61611, United States DESCRIPTION: Help clients with the funding on a home purchase. 5. N/A POSITION: Owner NATURE: I have rental properties. Currently no structure but will likely set up an LLC sometime next year. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/08/2021 ADDRESS: 4205 West Carrousel Lane, Peoria IL 61615, United States DESCRIPTION: Collect rent checks. When properties are vacant I hire our contractors to complete the work to get the property rented out.

Exams

• S66 Uniform Combined State Law Examination
  2023-12-20

Other Names

• Nicolas Madrigal