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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

CHAD MICHAEL KULZER

Advisor at OSAIC WEALTH, INC.

NEW RICHMOND, WI | BLOOMINGTON, MN

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Dec 2, 2004 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: OSAIC WEALTH, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 9, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 4
Exams: S65|S63
First exam: Feb 9, 2000
First registration: Dec 2, 2004
Dual registered: yes, broker-dealer
IAPD individual key: 4090201

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
OSAIC WEALTH, INC.	Bd affiliated wealth	Jan 19, 2024	n/a	yes	NEW RICHMOND, WI\|BLOOMINGTON, MN	Current employment
WOODBURY FINANCIAL SERVICES, INC.	Former SEC adviser	Mar 1, 2019	Jan 19, 2024	no	SLEEPY EYE, MN\|BLOOMINGTON, MN\|NEW RICHMOND, WI	Previous registration
QUESTAR ASSET MANAGEMENT, INC.	Former SEC adviser	Jan 28, 2014	Mar 1, 2019	no	MINNEAPOLIS, MN\|MINNEAPOLIS, MN\|BLOOMINGTON, MN\|SLEEPY EYE, MN	Previous registration
USALLIANZ SECURITIES, INC.	n/a	Mar 7, 2005	Jun 16, 2006	no	MINNEAPOLIS, MN\|MINNEAPOLIS, MN	Previous registration
CHOREO, LLC	Independent wealth	Dec 2, 2004	Feb 22, 2005	no	MINNEAPOLIS, MN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WOODBURY FINANCIAL SERVICES, INC.	OSAIC WEALTH, INC.	Jan 19, 2024	Jan 19, 2024	0	Bulk transfer	Ibd to ibd
QUESTAR ASSET MANAGEMENT, INC.	WOODBURY FINANCIAL SERVICES, INC.	Mar 1, 2019	Mar 1, 2019	0	Bulk transfer	Ibd to ibd
USALLIANZ SECURITIES, INC.	QUESTAR ASSET MANAGEMENT, INC.	Jun 16, 2006	Jan 28, 2014	2,783	Bulk transfer	Other
CHOREO, LLC	USALLIANZ SECURITIES, INC.	Feb 22, 2005	Mar 7, 2005	13	Firm change	Other

Relationships

Registered with (5)

→ OSAIC WEALTH, INC.Registered adviserregistration: current employment
Jan 19, 2024 to presentfactForm ADV
→ WOODBURY FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Mar 1, 2019 to Jan 19, 2024factForm ADV
→ QUESTAR ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Jan 28, 2014 to Mar 1, 2019factForm ADV
→ USALLIANZ SECURITIES, INC.Registered adviserregistration: previous registration
Mar 7, 2005 to Jun 16, 2006factForm ADV
→ CHOREO, LLCRegistered adviserregistration: previous registration
Dec 2, 2004 to Feb 22, 2005factForm ADV

Dated events

No dated event names this entity yet.