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Allison Katherine Kelly

Osaic Wealth, Inc.

Bascom, OH

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-03-09
  • OH RA
    APPROVED
    Since 2026-03-09

Branch Locations

6250 W Tiffin St, Bascom, OH 44809 • 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
Cutting Edge Countertops Wixom MI 05/2017 06/2017
New England Strength And Performance Lowell MA 05/2017 08/2017
University Of Findlay Findlay OH 08/2018 05/2019
University Of Findlay Findlay OH 08/2019 05/2023
University Of Findlay Findlay OH 08/2013 05/2019
Tiell Financial Group Bascom OH 06/2023 Present
Osaic Wealth Inc Bascom OH 02/2025 Present
  • 05/2017 → 06/2017
    Cutting Edge Countertops
    Wixom, MI
  • 05/2017 → 08/2017
    New England Strength And Performance
    Lowell, MA
  • 08/2018 → 05/2019
    University Of Findlay
    Findlay, OH
  • 08/2019 → 05/2023
    University Of Findlay
    Findlay, OH
  • 08/2013 → 05/2019
    University Of Findlay
    Findlay, OH
  • 06/2023 → Present
    Tiell Financial Group
    Bascom, OH
  • 02/2025 → Present
    Osaic Wealth Inc
    Bascom, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-03
  • S66 Uniform Combined State Law Examination
    2026-01-03

View on SEC IAPD

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Other Offices

EDWARD JONES · TIFFIN, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Tiffin, OH
OSAIC WEALTH, INC. · TIFFIN, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Tiffin, OH
EDWARD JONES · TIFFIN, OH
STRATOS WEALTH PARTNERS, LTD · Tiffin, OH
LPL FINANCIAL LLC · TIFFIN, OH
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