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Osaic Wealth Form CRS

Interested in learning what we can do for you?

Don't wait any longer! Let's take the first step on your financial journey.

 

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Some representatives of Osaic Wealth, Inc. are also Investment Advisor Representatives of Independent Capital Management, Inc. Osaic Wealth, Inc. does not provide tax or legal advice. 

Securities may lose value, Not FDIC/NCUA insured, Not Bank or Credit Union guaranteed. ICM Real Estate DBA ICM Lending is a wholly owned subsidiary of ICM. ICM is a separate company from Osaic Wealth, Inc.

The communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, FL, GA, HI, ID, MA, MD, MI, MS, MT, OR, PA, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

IMPORTANT CONSUMER INFORMATION

A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

The Inc. 500 is ranked according to percentage revenue growth for four years. Additionally, they have to be US based, privately held, for profit and independent - not subsidiaries or divisions of other companies. ICM was named to the Inc 500 in 1996 and 1997.

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Check the background of this financial professional on FINRA's BrokerCheck