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Sara Marie Rodewald

Osaic Wealth, Inc.

Eagle, ID

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2024-02-14
  • ID RA
    APPROVED
    Since 2024-02-14

Branch Locations

1151 E. Iron Eagle Drive Suite 200, Eagle, ID 83616 • 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
Family Tree Financial Eagle ID 05/2023 Present
Sara Rodewald Real Estate, Llc Kuna ID 06/2020 Present
Saraisms, Llc Kuna ID 06/2021 Present
Unemployed Boise ID 01/2014 06/2020
Nomi & Brave Boise ID 01/2019 Present
Osaic Wealth, Inc. Eagle ID 10/2023 Present
  • 05/2023 → Present
    Family Tree Financial
    Eagle, ID
  • 06/2020 → Present
    Sara Rodewald Real Estate, Llc
    Kuna, ID
  • 06/2021 → Present
    Saraisms, Llc
    Kuna, ID
  • 01/2014 → 06/2020
    Unemployed
    Boise, ID
  • 01/2019 → Present
    Nomi & Brave
    Boise, ID
  • 10/2023 → Present
    Eagle, ID
Other Businesses

1. SARAISMS, LLC POSITION: Owner/Author NATURE: Children's Book and Brand "Nomi and Brave" INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018 ADDRESS: 973 E Esquel St Kuna ID 83634 DESCRIPTION: I wrote a couple of children's books that are self-published and printed on demand. 2 local stores order them from me at wholesale to sell in their stores, and I occasionally have to fulfill those orders and deliver them. 2. SARA RODEWALD REAL ESTATE, LLC POSITION: Realtor, Owner NATURE: Real Estate; LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 07/09/2020 ADDRESS: 973 E Esquel St Kuna ID 83634 DESCRIPTION: My husband runs the business, and occasionally I will assist in the following ways:--Show properties to clients--Discuss/Negotiate with cooperating broker/agents--Write purchase and sell agreements (offers)--Conduct property analysis/CMA for potential listings--Offer advice on housing market conditions 3. FAMILY TREE FINANCIAL POSITION: Insurance Producer NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 04/01/2024 ADDRESS: 379 East Shore Dr Eagle ID 83616 DESCRIPTION: Insurance sales and service for multiple carriers

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-13
  • S66 Uniform Combined State Law Examination
    2024-02-13

View on SEC IAPD

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