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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-19 |
| WI | RA | APPROVED | 2024-01-19 |
Branch Locations
N6687 Wrightway Drive, Fond Du Lac, WI 54937 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Feucht Financial Group, Llc | Eldorado | WI | 01/1988 | Present |
| National Planning Corporation | Dond Du Lac | WI | 11/2000 | 10/2017 |
| Woodbury Financial Services Inc | Fond Du Lac | WI | 10/2017 | 01/2024 |
| Osaic Wealth, Inc. | Fond Du Lac | WI | 01/2024 | Present |
1. FEUCHT FINANCIAL GROUP LLC POSITION: Tax Preparer, EA NATURE: LLC taxed as S-Corp. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 08/21/1987 ADDRESS: N6687 Wrightway Dr, Fond du Lac WI 54937, United States DESCRIPTION: CFP, EA. Financial and Investment Planning, Tax Consulting and Preparation, Estate and Retirement Planning. 2. MET INVESTMENTS POSITION: partner NATURE: Investment Partnership with 3 partners that invest in securities on a very limited basis. Filed on Form 1065 tax return. INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1981 ADDRESS: W6911 Fox Dr, Fond du Lac WI 54937, United States DESCRIPTION: Place trades (buys and sells) on stocks as determined by partners. Meetings on a quarterly or random basis. The account is held at Pershing with Osaic as B/D. 3. MARK & BEVERLY FEUCHT REVTRUST DATED 4/6/95 POSITION: Owner NATURE: Rental of Commercial Building to individuals for pickleball play. Lease farm land to farmer. Personal Revocable Trust. INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 2 START DATE: 11/01/1995 ADDRESS: N6687 Wrightway Dr, Fond du Lac WI 54937, United States DESCRIPTION: Maintain Property. Prepare Lease Agreements as required for tenants occupation. Manage properties and investments with spouse. 4. CODE 1, LLC POSITION: Partner NATURE: LLC (Partnership) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2020 ADDRESS: N6687 Wrightway Drive, Fond du Lac WI 54937, United States DESCRIPTION: Partner with son, real estate airplane hanger rental 5. ST. CROIX CLUB POSITION: Vice President NATURE: Incorporated (Inc.) INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 05/15/2025 ADDRESS: 3483 GULFSHORE BLVD N, #505, Naples FL 34103, United States DESCRIPTION: Vice President 6. TALLY 1 LLC POSITION: Owner/Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 2 START DATE: 09/15/2025 ADDRESS: 176 S Rolling Meadows Dr, Fond du Lac WI 54937, United States DESCRIPTION: Aircraft sales and leasing business 7. FONDY PADDLE CLUB LLC POSITION: Owner NATURE: Pickleball court rental INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2025 ADDRESS: W6714 Hwy 23, Fond du Lac WI 54937, United States DESCRIPTION: Schedule play dates and times.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-06-25 |
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