Matthew R Stange
Investment adviser representative at Osaic Wealth, Inc.
11 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 yearsFirm in business
Are you Matthew R Stange? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Osaic Wealth, Inc.Feb 2024 to now
- Pruco Securities, LLC.Jan 2021 to Feb 2024
- Prudential Insurance Company of AmericaJan 2021 to Feb 2024
- UnemployedNov 2020 to Jan 2021
- Principal Life Insurance CompanyApr 2018 to Nov 2020
- Principal Securities IncApr 2018 to Nov 2020
- Thrivent FinancialDec 2015 to Apr 2018
- Thrivent Investment Management IncAug 2015 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (SD).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5504278
- Firm CRD
- 23131