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Hunter Lee Hesslen

Osaic Wealth, Inc.

Newport Beach, CA

CRD 7782442

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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:

Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-07-04
  • CA RA
    APPROVED
    Since 2025-07-04

Branch Locations

4340 Von Karman Suite 270, Newport Beach, CA 92660 • 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
Osaic Wealth, Inc. Newport Beach CA 09/2024 Present
Pepperdine International Programs Lausanne 08/2021 04/2022
Pepperdine Housing And Residence Life Malibu CA 04/2022 04/2024
Marmalade Cafe Malibu CA 05/2021 08/2021
Starbucks Malibu CA 06/2023 08/2023
Pepperdine University Malibu CA 08/2020 04/2024
Unemployed - Greenwood High School Greenwood AR 08/2016 08/2020
Edward Jones Van Buren AR 06/2024 08/2024
Pinnacle Consulting - Lincoln Financial Remote Work, But Physical Office Was Newport Beach CA 01/2024 05/2024
  • 09/2024 → Present
    Newport Beach, CA
  • 08/2021 → 04/2022
    Pepperdine International Programs
    Lausanne
  • 04/2022 → 04/2024
    Pepperdine Housing And Residence Life
    Malibu, CA
  • 05/2021 → 08/2021
    Marmalade Cafe
    Malibu, CA
  • 06/2023 → 08/2023
    Starbucks
    Malibu, CA
  • 08/2020 → 04/2024
    Pepperdine University
    Malibu, CA
  • 08/2016 → 08/2020
    Unemployed - Greenwood High School
    Greenwood, AR
  • 06/2024 → 08/2024
    Edward Jones
    Van Buren, AR
  • 01/2024 → 05/2024
    Pinnacle Consulting - Lincoln Financial
    Remote Work, But Physical Office Was Newport Beach, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-03
  • S66 Uniform Combined State Law Examination
    2025-07-03

View on SEC IAPD

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