Terry Craig Sandvold

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

• 02/2012 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 04/2012 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 03/2019 → Present
  Woodbury Financial Services, Inc.
  Minnetonka, MN
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Minnetonka, MN
• 01/2024 → Present
  Osaic Wealth, Inc.
  Minnetonka, MN

Previous Registrations

• 2019-03-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  Minnetonka, MN
• 2014-01-28 → 2019-03-01
  Questar Asset Management, Inc.
  Minneapolis, MN
  St. Louis Park, MN
  Minnetonka, MN

Other Businesses

1. SANDVOLD FINANCIAL GROUP POSITION: CEO NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 09/01/1986 ADDRESS: 10900 Wayzata Blvd, Suite 100, Minnetonka MN 55305, United States DESCRIPTION: Insurance sales/ run day to day business operations for sandvold financial group

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-10-03

Other Names

• Tery Craig Sandvold