William A. Tychsen
Professional summary
William Andrew Tychsen II, who also goes by Will Tychsen II, William A Tychsen, is a registered financial advisor currently at OSAIC WEALTH, INC. located in Oceanside, California.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. William has worked at 12 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Andrew Tychsen II's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view William Andrew Tychsen II's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 4, 2026 - Present
OSAIC WEALTH, INC.
Office #1: 1140 South Tremont Street, Oceanside, CA 92054Office #2: 2975 Ginnala Drive 220, Loveland, CO 80538May 4, 2026 - Present
OSAIC WEALTH, INC.
Office #1: 1140 South Tremont Street, Oceanside, CA 92054Office #2: 2975 Ginnala Drive 220, Loveland, CO 80538January 19, 2012 - May 20, 2026
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
January 18, 2012 - May 20, 2026
RAYMOND JAMES FINANCIAL SERVICES, INC.
August 2, 2011 - January 25, 2012
ESSEX NATIONAL SECURITIES, LLC
September 18, 2007 - July 16, 2012
ADDISON AVENUE FINANCIAL PARTNERS, LLC
November 29, 2006 - January 25, 2012
ESSEX NATIONAL SECURITIES, LLC
August 1, 2006 - December 1, 2006
CUSO FINANCIAL SERVICES, L.P.
August 21, 2000 - December 1, 2006
CUSO FINANCIAL SERVICES, L.P.
February 1, 2000 - August 7, 2000
IFMG SECURITIES, INC.
February 25, 1999 - November 22, 1999
FIS SECURITIES, INC.
December 19, 1997 - February 26, 1999
NEW ENGLAND SECURITIES
August 27, 1997 - December 2, 1997
WMA SECURITIES, INC.
July 7, 1995 - May 1, 1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
July 7, 1995 - August 15, 1997
SIGNATOR INVESTORS, INC.
Primary Firm SEC Registration
OSAIC WEALTH, INC.
CRD#: 23131 / SEC#: 801-54859, 8-40218
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
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Exams
FINRA
Current Firm
OSAIC WEALTH, INC.
CRD#: 23131 / SEC#: 801-54859, 8-40218
Contact information
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| OSAIC, INC. | SHAREHOLDER | |
| CORNICK, GREGORY ALLEN | CEO, PRESIDENT, DIRECTOR | 3132991 |
| FORD, ERINN JUNE | DIRECTOR | 2176816 |
| MIHAL, SHAWN MICHAEL | SVP, CHIEF COMPLIANCE OFFICER | 3262384 |
| MITCHELL, CHRISTOPHER MILLS | CORPORATE TREASURER, FINANCIAL PRINCIPAL | 2420144 |
| PRICE, JAMES DALE | CHAIRMAN | 1243224 |
| SCHLUETER, MATTHEW ADAM | EVP, OPERATIONS AND TECHNOLOGY SOLUTIONS, DIRECTOR | 2627931 |
Regulatory assets under management
| Total Number of Accounts | 797,559 |
| AUM (Assets Under Management) | $ 200,266,275,275 |
Disclosures
| Regulatory Event | 50 |
| Arbitration | 31 |
| Bond | 7 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/14/2025 | ||
| 12/18/2024 | ||
| 01/26/2024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.