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Gavin Daniel Carlson

Osaic Wealth, Inc.

Pleasant Prairie, WI

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-01-29
  • WI RA
    APPROVED
    Since 2025-01-29

Branch Locations

10411 Corporate Drive Suite 200, Pleasant Prairie, WI 53158 • 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
Amazon Kenosha WI 06/2020 08/2020
Amazon Kenosha WI 06/2021 08/2021
First American Bank Paddock Lake WI 06/2022 08/2022
University Of Wisconsin-Madison Madison WI 09/2020 05/2024
Westosha Central High School Salem WI 07/2016 06/2020
Spectrum Wealth Advisors Pleasant Prairie WI 05/2023 Present
Osaic Wealth Inc Pleasant Prairie WI 08/2024 Present
  • 06/2020 → 08/2020
    Amazon
    Kenosha, WI
  • 06/2021 → 08/2021
    Amazon
    Kenosha, WI
  • 06/2022 → 08/2022
    First American Bank
    Paddock Lake, WI
  • 09/2020 → 05/2024
    University Of Wisconsin-Madison
    Madison, WI
  • 07/2016 → 06/2020
    Westosha Central High School
    Salem, WI
  • 05/2023 → Present
    Spectrum Wealth Advisors
    Pleasant Prairie, WI
  • 08/2024 → Present
    Osaic Wealth Inc
    Pleasant Prairie, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-27
  • S66 Uniform Combined State Law Examination
    2025-01-27

View on SEC IAPD

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Other Investors

JOHN WALES BUSEY
STEPHEN JOSEPH LEVONOWICH
JAMIE KENT YOUNG
SEAN WELSH
Deborah Ann Besenhofer
CANDICE M BAKER
Daniel Morgan Rolls
JOHN LEO CHIAPPETTA

Other Offices

EDWARD JONES · Kenosha, WI
JOHNSON WEALTH INC. · Kenosha, WI
LPL FINANCIAL LLC · KENOSHA, WI
CETERA INVESTMENT ADVISERS LLC · Kenosha, WI
RAYMOND JAMES & ASSOCIATES, INC. · Kenosha, WI
LPL FINANCIAL LLC · KENOSHA, WI
U.S. BANCORP ADVISORS, LLC · Kenosha, WI
JORDAN FINANCIAL LIFE PLANNING · KENOSHA, WI

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