Andrew Michael Lucius
Investment Adviser Representative at Osaic Wealth, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Andrew Michael Lucius is an investment adviser representative with Osaic Wealth, Inc. in Bascom, OH, where they have been registered since 2024. They have worked in the securities industry since 2022 and were previously registered with Woodbury Financial Services, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Florida and Ohio.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida, Ohio
- Broker:
2 states and territories
Florida, Ohio
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Tiell Financial GroupFeb 2020 – no end date reportedBascom, OH
- Tiffin Pedal CompanyJun 2021 – Oct 2021Tffin, OH
- Arnold Vending Co.Dec 2019 – Feb 2020Tiffin, OH
- Full Time StudentAug 2019 – Dec 2019Bowling Green, OH
- United Insurance ServicesJun 2019 – Aug 2019Tiffin, OH
- Full Time StudentJan 2019 – May 2019Bowling Green, OH
- Arnold Vending Co.Dec 2018 – Dec 2018Tiffin, OH
- Full Time StudentAug 2018 – Dec 2018Bowling Green, OH
- Arnold Vending Co.Jun 2018 – Aug 2018Tiffin, OH
- Full Time StudentJan 2018 – May 2018Bowling Green, OH
- Arnold Vending Co.Dec 2017 – Dec 2017Tiffin, OH
- Full Time StudentAug 2017 – Dec 2017Bowling Green, OH
- Arnold VendingJun 2017 – Aug 2017Tiffin, OH
- Full Time StudentJan 2017 – May 2017Bowling Green, OH
- Full Time StudentAug 2016 – Dec 2016Bowling Green, OH
- Arnold Vending Co.Dec 2016 – Dec 2016Tiffin, OH
- Woodbury Financial Services IncJan 2022 – Jan 2024Bascom, OH
- Osaic Wealth, Inc.Jan 2024 – no end date reportedBascom, OH
Official records & sources
Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Osaic Wealth, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $5,500 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 8,271
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Scottsdale, AZ
- SEC file number:
- 801-54859
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 29, 2026
View full firm profileOther advisors at Osaic Wealth, Inc.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Andrew Michael Lucius has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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