Richard Lee Argotsinger

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2008 → 01/2024
  Woodbury Financial
  Highlands Ranch, CO
• 01/2024 → Present
  Osaic Wealth, Inc.
  Highlands Ranch, CO

Previous Registrations

• 2008-04-15 → 2024-01-19
  Woodbury Financial Services, Inc.
  Highlands Ranch, CO
  Centennial, CO
  Highlands Ranch, CO
• 1999-01-01 → 2008-04-17
  Ameriprise Financial Services, Llc
  Highlands Ranch, CO

Other Businesses

1) ARGOTSINGER WEALTH MANAGEMENT; NON INV REL; 2740 TIMBERCHASE TRAIL HIGHLANDS RANCH, CO 80126; SELL AND SERVICE INSURANCE PRODUCTS; INVESTMENT ADVISOR REP; 4/16/2008; 20HR/MO; 1HR/MO; SELL AND SERVICE INSURANCE PRODUCTS. 2) LIONS CLUB OF HIGHLANDS RANCH; NON INV REL; HIGHLANDS RANCH, CO; COMMUNITY SERVICE; TREASURER; 7/1/2011; 10HR/MO; 0 HR/MO; MAINTAIN FINANCIAL RECORDS, PROCESS PAYMENT OF BILLS, MAINTAIN BUDGET. 3) DENVER COMMUNITY OF CHRIST POSITION: CONGREGATIONAL FINANCIAL OFFICER NATURE: RELIGIOUS ORGANIZATION INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2018 ADDRESS: 480 MARION ST, DENVER CO 80218, United States DESCRIPTION: Maintain all financial records of the congregation, oversee the recording of contributions, provide management and oversight of the individuals paying the bills and handling all monies received, assist the pastorate in the development of budgets, and provide regular reporting to both the congregation and the Community of Christ Rocky Mountain Mission Center. 4) ARGOTSINGER WEALTH MANAGEMENT POSITION: Owner/Manager NATURE: Sole Proprietership. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/26/2018 ADDRESS: 2740 Timberchase Trail, Highlands Ranch CO 80126, United States DESCRIPTION: Provide management and oversight for a support person that will provide basic tax preparation services on a limited basis. This person is registered with the IRS as a tax-preparer and is currently a non-reigstered assisant already on my payroll and approved by Woodbury Financial Services, Inc. 5) ARGOTSINGER WEALTH MANAGEMENT POSITION: Owner/Manager NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2020 ADDRESS: 2740 Timberchase Trail, Highlands Ranch CO 80126, United States DESCRIPTION: Provide basic tax preparation services on a limited basis. ARGOTSINGER MARITAL TRUST POSITION: Trustee NATURE: Irrevocable Trust to the death of my father, the Grantor. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 08/24/2025 ADDRESS: 2740 Timberchase Trl, Highlands Ranch CO 80126, United States DESCRIPTION: Management and disbursement of funds and Trust estate for the beneficiaries of the trust, which includes my two biological siblings and me. The Trust is expected to be fully distributed within the next six (6) months, at which time it will be terminated. ARGOTSINGER FAMILY TRUST POSITION: Trustee NATURE: Revocable Trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 2 START DATE: 07/15/2021 ADDRESS: 14150 E Warren Pl, Aurora CO 80014, United States DESCRIPTION: Financial oversight of Trust assets, including the investment portfolio and real estate; facilitating financial needs of the beneficiaries of the Trust, including the current Grantor, and a secondary Beneficiary, for their health, education and maintenance needs.

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-03-21

Designations

• Certified Financial Planner

Other Names

• Rick Argotsinger
• Richard Lee Artgotsinger
• Rick Argotsinger