Best Investors
Account
Sign in
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 |
|---|---|---|---|
| MN | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Santa Monica | CA | 03/2011 | 10/2017 |
| Woodbury Financial Services Inc | Blaine | MN | 10/2017 | 01/2024 |
| Osaic Wealth, Inc. | Blaine | MN | 01/2024 | Present |
ST CROIX WEALTH MANAGEMENT POSITION: financial advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/20/2017 ADDRESS: 11895 aberdeen st ne, blaine MN 55449, United States DESCRIPTION: DBA name used for securities business run thru Woodbury Financial
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-09-28 |
Reach out to this advisor