Best Investors Account Sign in

Jacob Thomas Cimino

Osaic Wealth, Inc.

Menomonie, WI

CRD 7929867

Claim This Profile
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
WI RA APPROVED 2025-09-16
  • WI RA
    APPROVED
    Since 2025-09-16

Branch Locations

393 Red Cedar St Suite 4, Menomonie, WI 54751 • 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
Baldwin-Woodville School District Baldwin WI 08/2003 Present
Osaic Wealth Inc Menomonie WI 05/2025 Present
  • 08/2003 → Present
    Baldwin-Woodville School District
    Baldwin, WI
  • 05/2025 → Present
    Osaic Wealth Inc
    Menomonie, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-11
  • S66 Uniform Combined State Law Examination
    2025-09-11

View on SEC IAPD

Nearby Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
PRINCIPAL SECURITIES, INC.

Nearby Investors

JACQUELINE MARIE HUNT
Sawyer James Brown
DARCY MICHAEL BROWN

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Menomonie, WI
THRIVENT INVESTMENT MANAGEMENT INC. · MENOMONIE, WI
PRINCIPAL SECURITIES, INC. · MENOMONIE, WI

More in Menomonie, WI

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor