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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 |
|---|---|---|---|
| WY | RA | APPROVED | 2025-03-07 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Securities Inc | Laramie | WY | 08/2003 | Present |
| Principal Life Insurance Company | Laramie | WY | 01/2013 | 09/2023 |
| Osaic Wealth, Inc. | Laramie | WY | 11/2023 | Present |
| The Ameriflex Group | Las Vegas | NV | 11/2023 | Present |
1. OUTSIDE INSURANCE. SELLING FIXED LIFE INSURANCE, LONG TERM CARE INSURANCE AND FIXED ANNUITIES. EFFECTIVE DATE - 12/05/2013.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 1986-02-26 |
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