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Matthew R Stange

Osaic Wealth, Inc.

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About Matthew R Stange

Matthew R. Stange is a financial advisor with over 12 years of experience in the industry. Matthew is currently registered with Osaic Wealth, Inc. and has previously worked with PRUCO SECURITIES, LLC., PRINCIPAL SECURITIES, INC., THRIVENT INVESTMENT MANAGEMENT INC., FBL MARKETING SERVICES, LLC, and NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC. Matthew is licensed to provide financial advice in numerous states across the US, including Alabama, Arizona, California, Colorado, Illinois, Iowa, Minnesota, Nebraska, New Mexico, North Carolina, South Dakota, Tennessee, Virginia, and Wisconsin. He is also a Registered Investment Advisor (RIA) in South Dakota. Matthew holds multiple industry licenses including Series 6, 7, 24, 51, 63, and 65. Matthew is committed to providing personalized financial advice to individuals and families, helping them reach their financial goals.

Firm Information

Matthew Stange 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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Matthew Stange’s Registration & Firm History

SD

02/05/2024 - Present

Osaic Wealth, Inc. (SIOUX FALLS SD)

SD

01/11/2021 - 02/05/2024

PRUCO SECURITIES, LLC. (Sioux Falls SD)

SD

04/17/2018 - 11/24/2020

PRINCIPAL SECURITIES, INC. (SIOUX FALLS SD)

SD

08/07/2015 - 04/09/2018

THRIVENT INVESTMENT MANAGEMENT INC. (SIOUX FALLS SD)

SD

03/10/2014 - 07/24/2015

FBL MARKETING SERVICES, LLC (SIOUX FALLS SD)

SD

09/24/2008 - 12/17/2010

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SIOUX FALLS SD)

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Licenses & Designations

IA

Issued 11/17/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/13/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/06/2018

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 05/10/2018

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/29/2015

Series 7 - General Securities Representative Examination

BC

Issued 03/10/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew R Stange.
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