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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-12-02 |
| TX | RA | APPROVED_RES | 2023-06-08 |
| CO | RA | APPROVED | 2021-08-11 |
| NM | RA | APPROVED | 2021-08-03 |
| GA | RA | APPROVED | 2021-08-02 |
Branch Locations
16427 N Scottsdale Road Suite 410, #413, Scottsdale, AZ 85254 • United States
Mesa, AZ • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities | Tempe | AZ | 12/2008 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Scottsdale | AZ | 07/2016 | 08/2021 |
| Mml Investors Services, Llc | Scottsdale | AZ | 03/2017 | 08/2021 |
| Clarified Planning | Mesa | AZ | 06/2021 | Present |
| Osaic Wealth, Inc. | Mesa | AZ | 07/2021 | Present |
1) CLARIFIED PLANNING POSITION: Agent NATURE: insurance brokerage INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 03/01/2010 ADDRESS: 16427 N Scottsdale Rd, Ste 410, #413, Scottsdale AZ 85254, United States DESCRIPTION: insurance sales and service for multiple insurance carriers;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-25 |
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