Andrea Waidner

Osaic Wealth, Inc.

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Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2025-12-15

MI RA
APPROVED

Since 2025-12-15

Branch Locations

500 S Old Woodward, Birmingham, MI 48009 • 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

Organization	City	State	From	To
Peppa Pig World Of Play Michigan	Auburn Hills	MI	03/2019	03/2020
Ulta	Auburn Hills	MI	04/2021	09/2022
Randolph's Salon	Rochester Hills	MI	03/2023	05/2024
Investment Consulting Group	Birmingham	MI	05/2024	Present
Oakland University	Rochester	MI	09/2020	12/2024
Lake Orion High School	Lake Orion	MI	09/2016	06/2020
N/A	Lake Orion	MI	01/2015	09/2016
Osaic Wealth Inc	Birmingham	MI	08/2025	Present

03/2019 → 03/2020

Peppa Pig World Of Play Michigan

Auburn Hills, MI
04/2021 → 09/2022

Ulta

Auburn Hills, MI
03/2023 → 05/2024

Randolph's Salon

Rochester Hills, MI
05/2024 → Present

Investment Consulting Group

Birmingham, MI
09/2020 → 12/2024

Oakland University

Rochester, MI
09/2016 → 06/2020

Lake Orion High School

Lake Orion, MI
01/2015 → 09/2016

N/A

Lake Orion, MI
08/2025 → Present

Osaic Wealth Inc

Birmingham, MI

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-12-12

S66 Uniform Combined State Law Examination

2025-12-12

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RISK PARADIGM GROUP, LLC

INNOVIA WEALTH, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

TOWNSEND STREET CAPITAL MANAGEMENT

VALSTONE PARTNERS VI

Other Investors

JEFFREY MICHAEL DIEFENTHALER

Kevin Arthur-Whitworth Sheard

JERAMEY JOSEPH LYNCH

Akinwale Adebayo

Maxwell James Hunt

Other Offices

J.P. MORGAN SECURITIES LLC · Birmingham, MI

WELLS FARGO CLEARING SERVICES, LLC · BIRMINGHAM, MI

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BIRMINGHAM, MI

RISK PARADIGM GROUP, LLC · Birmingham, MI

WELLS FARGO CLEARING SERVICES, LLC · BIRMINGHAM, MI

INNOVIA WEALTH, LLC · Birmingham, MI

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · BIRMINGHAM, MI

TOWNSEND STREET CAPITAL MANAGEMENT · BIRMINGHAM, MI

More in Birmingham, MI

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