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Angela Marie Huff

Osaic Wealth, Inc.

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About Angela Marie Huff

Angela Marie Huff is a financial advisor with Osaic Wealth, Inc. based in Scottsdale, Arizona. Angela has been in the financial industry since 2007. Angela holds a Series 7, Series 63, and Series 24 licenses. She is a registered representative in the state of Nebraska. Prior to joining Osaic Wealth, Inc., Angela was employed by a number of other firms including CETERA ADVISOR NETWORKS LLC, QUASAR DISTRIBUTORS, LLC, COR CLEARING LLC, SECURITIES AMERICA, INC., SMITH HAYES FINANCIAL SERVICES CORPORATION, TD AMERITRADE, INC., and AMERITRADE, INC.

Firm Information

Angela Huff is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Angela Huff’s Registration & Firm History

AZ

11/01/2023 - Present

Osaic Wealth, Inc. (SCOTTSDALE AZ)

NE

10/07/2022 - 10/19/2023

CETERA ADVISOR NETWORKS LLC (OMAHA NE)

NE

11/09/2020 - 08/29/2022

QUASAR DISTRIBUTORS, LLC (Omaha NE)

NE

09/21/2017 - 11/30/2018

COR CLEARING LLC (OMAHA NE)

NE

05/06/2016 - 09/22/2017

SECURITIES AMERICA, INC. (LAVISTA NE)

NE

05/17/2013 - 04/18/2016

SMITH HAYES FINANCIAL SERVICES CORPORATION (OMAHA NE)

NE

02/21/2008 - 01/09/2013

TD AMERITRADE, INC. (OMAHA NE)

NE

07/26/2007 - 01/16/2008

SECURITIES AMERICA, INC. (OMAHA NE)

NE

04/22/2006 - 07/25/2007

TD AMERITRADE, INC. (BELLEVUE NE)

NE

10/20/2004 - 04/22/2006

AMERITRADE, INC. (BELLEVUE NE)

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Licenses & Designations

BC

Issued 10/26/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/15/2008

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/19/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Angela Marie Huff.
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