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Kaosheng Messerly

Osaic Wealth, Inc.

Oakdale, MN

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2024-06-27
  • MN RA
    APPROVED
    Since 2024-06-27

Branch Locations

7815 3Rd Street North Suite 201, Oakdale, MN 55128 • 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
Dakota County West St Paul MN 06/2023 Present
Ramsey County St Paul MN 03/2014 06/2023
Hap St Paul MN 07/2017 12/2017
Woodbury Financial Services Inc Oakdale MN 12/2023 01/2024
Osaic Wealth, Inc. Oakdale MN 01/2024 Present
  • 06/2023 → Present
    Dakota County
    West St Paul, MN
  • 03/2014 → 06/2023
    Ramsey County
    St Paul, MN
  • 07/2017 → 12/2017
    Hap
    St Paul, MN
  • 12/2023 → 01/2024
    Woodbury Financial Services Inc
    Oakdale, MN
  • 01/2024 → Present
    Oakdale, MN
Other Businesses

1. JODY MCDONOUGH POSITION: Registered Assistant NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 50 START DATE: 01/05/2026 ADDRESS: 2896 Simpson Street, Roseville MN 55113, United States DESCRIPTION: Registered Assistant work supporting Jody in her book. 2. ST CROIX WEALTH MANAGEMENT (SCWM)/ REGISTERED ASSISTANT POSITION: Registered Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/24/2024 ADDRESS: 7815 3rd street N, suite 201, Oakdale MN 55128, United States DESCRIPTION: help process day to day business and help with meetings. 3. CLARITY SOLUTIONS GROUP POSITION: human services consultant NATURE: sole proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2026 ADDRESS: 8675 Scarsdale Blvd, Powell OH 43065, United States DESCRIPTION: consulting with clarity solutions to assist human services agencies with technology, systems and workflows. consulting as a subject matter expert in in human services systems and as end user testing.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-15
  • S66 Uniform Combined State Law Examination
    2024-06-15
Other Names
  • Kao Sheng Thor
  • Kao Sheng Vang

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