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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-08 |
| MN | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Sports Center | Blaine | MN | 05/2009 | Present |
| Woodbury Financial Services | Hugo | MN | 10/2009 | 01/2024 |
| Osaic Wealth, Inc. | Hugo | MN | 01/2024 | Present |
1)BRAD TIMMONS; INV REL; 15780 FENWAY CIRCLE HUGO, MN 55038; INSURANCE SALES AND SERVICES; AGENT; 6/30/2000; 2HR/MO; 2HR/MO; HELPING GUIDE CLIENTS TOWARDS RETIREMENT GOALS. 2)NATIONAL SPORTS COMPLEX 1700 105TH AVE NE BLAINE, MN 55449 NOT SECURITIES RELATED REGULATE ICE HOCKEY GAMES REFEREE STARTED 05/01/2009 APPROX 15 HOURS MONTHLY, 0 DURING TRADING HOURS; REGULATE ICE HOCKEY GAMES/REFEREE. 3)OS HOCKEY; NON INV REL; 1769 LEXINGTON AVE ROSEVILLE, MN 55113; ICE HOCKEY; 11/1/2012; 10HR/MO; 0HR/MO; COACHING YOUTH HOCIKE PLAYERS AGE (5-15) ALSO HECKEY REFEREE FOR GAMES WITHING THE OS HOCKEY LEAGUE. 4) MINNESOTA MOSQUITOES AAA HOCKEY POSITION: Owner/Lead Instructor NATURE: Sole Proprietorship-Hockey Develepment INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 2 START DATE: 03/16/2017 ADDRESS: P.O. Box 307, Hugo MN 55038; DESCRIPTION: Ice Hockey Instructor for players age 7-12 years old. I will be teaching life skills through the game of hockey. The duties will consist of development practices & also a handful of tournament games.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-04-17 |
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