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Daryl Kent Weeden

Osaic Wealth, Inc.

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About Daryl Kent Weeden

Daryl Kent Weeden is an experienced financial advisor with over 30 years of experience in the industry. Daryl currently works at Osaic Wealth, Inc. and is registered with FINRA, and the states of California and Nevada. Daryl specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services. Daryl is also a Certified Financial Planner.

Firm Information

Daryl Weeden is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a Corporation headquartered in SCOTTSDALE, AZ, United States. The firm was formed on 1988-08-05 and is currently approved. Osaic Wealth, Inc. offers financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. They participate in wrap fee programs and manage approximately $94.56 billion in regulatory assets under management.
Osaic Wealth, Inc.

7665 Town Square Lane

Reno, NV 89523

$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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Daryl Weeden’s Registration & Firm History

NV

06/14/2024 - Present

Osaic Wealth, Inc. (Reno NV)

NV

09/15/2017 - 06/14/2024

SECURITIES AMERICA, INC. (Reno NV)

NV

10/09/2012 - 09/19/2017

NATIONAL PLANNING CORPORATION (Reno NV)

CA

10/03/2011 - 10/12/2012

LPL FINANCIAL LLC (LOOMIS CA)

CA

03/22/1999 - 10/04/2011

SECURITIES AMERICA, INC. (SACRAMENTO CA)

SC

12/09/1994 - 03/15/1999

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

MA

02/16/1993 - 01/11/1995

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

MA

02/16/1993 - 01/11/1995

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

TX

02/19/1986 - 01/19/1993

THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)

NA

12/06/1985 - 01/10/1986

UR FINANCIAL, INC., A CALIFORNIA CORPORATION

NA

05/29/1985 - 10/09/1985

MUTUAL OF OMAHA FUND MANAGEMENT COMPANY

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Licenses & Designations

IA

Issued 7/14/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 2/22/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 7/27/1995

Series 24 - General Securities Principal Examination

BC

Issued 1/6/1995

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 3/20/1995

Series 7 - General Securities Representative Examination

BC

Issued 5/28/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Daryl Kent Weeden. Review regulatory record here.
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