Calvin W. Strong

OSAIC WEALTH

Aurora, NE 68818

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CRD#: 3054104

Professional summary

Calvin Wayne Strong, who also goes by Cal Strong, Calvin W Strong, is a registered financial advisor currently at OSAIC WEALTH, INC. located in Aurora, Nebraska.

Calvin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Calvin has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Cal Strong | Calvin W Strong

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. STRONG FINANCIAL RESOURCES, INC.; 1611 10TH ST AURORA NE; PRESIDENT; SALES AND AGENCY MANAGEMENT; INCLUDING SALES OF LIFE, HEALTH AND P&C COVERAGES AND GROUP EMPLOYEE BENEFITS; 10/1997-CURRENT; 160 HRS MNTH; 36 DURING TRADING HRS. 2. B STRONG MINISTRIES POSITION: director NATURE: Community outreach and ministry support to families in need. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2002 ADDRESS: 1611 10th Street Suite A, Aurora NE 68818, United States DESCRIPTION: Community Outreach and investment in families in need. 3. STRONG ADVISORY GROUP, INC. POSITION: President NATURE: Insurance and Consulting Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 140 START DATE: 12/01/2000 ADDRESS: 1611 10th Street Suite A, Aurora NE 68818, United States DESCRIPTION: Consulting and Solicitation of individual insurance products and financial services, 4. STRONG REAL ESTATE GROUP, LLC POSITION: Member NATURE: LLC is which we rent the building to Strong Advisory Group at 1611 10th Street Aurora NE INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2022 ADDRESS: 1611 10th Street, Suite A, Aurora, NE 68818, AURORA, NE NE 68818, United States DESCRIPTION: Just moved property out of personal name to LLC for liability purposes 5. STRONG INVESTMENT GROUP, LLC POSITION: Member NATURE: LLC that owns a building at 3456 N Power Rd Unit 156 in Mesa AZ and rents it to Strong Advisory Group INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2022 ADDRESS: 7634 East Summit Trail Street, MESA AZ 85207, United States DESCRIPTION: Rental Property rented to our business Strong Advisory Business, moved from Personally renting to the new LLC 6. HEALTHEDITRD, LLC POSITION: Member of the LLC NATURE: Nutrition Consulting by my wife, who is a Registered Dietitian INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2022 ADDRESS: 3456 N Power Rd Unit 156, Mesa AZ 85207, United States DESCRIPTION: Shareholder 7. STRONG ADVISORY GROUP INC. POSITION: President NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/01/2024 ADDRESS: 1611 10th Street Suite A, Aurora NE 68818, United States DESCRIPTION: I will be receiving referral fees from IFInetwork. For referring demand deposits to their network. This will be a referral source only. I will not have access any clients accounts or statements. Client's will access balances and information through their own infinity link through IFI Network.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Calvin Wayne Strong's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Calvin Wayne Strong's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 19, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 1611 10th St Suite A, Aurora, NE 68818Office #2: 3654 North Power Rd, Mesa, AZ 85215

RIA

CRD#: 23131

Aurora, NE

Current

January 19, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 1611 10th St Suite A, Aurora, NE 68818Office #2: 3654 North Power Rd, Mesa, AZ 85215

RIA

CRD#: 23131

Aurora, NE

Past

December 6, 2016 - January 19, 2024

WOODBURY FINANCIAL SERVICES, INC.

RIA

CRD#: 421

AURORA, NE

Past

July 27, 1998 - January 19, 2024

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

AURORA, NE

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

OSAIC WEALTH, INC.

CRD#: 23131 / SEC#: 801-54859, 8-40218

RIA

Registered Investment Advisory firm - SEC (9/10/1997 Approved)

Broker-Dealer Firm Regulated by FINRA (Denver district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(1/19/2024)

California
(1/19/2024)

Colorado
(1/19/2024)

Florida
(1/19/2024)

Idaho
(1/19/2024)

Illinois
(1/19/2024)

Indiana
(1/19/2024)

IAR

Indiana
(1/19/2024)

Iowa
(1/19/2024)

Kansas
(1/19/2024)

Kentucky
(1/19/2024)

Minnesota
(1/19/2024)

Missouri
(1/19/2024)

Nebraska
(1/19/2024)

IAR

Nebraska
(1/19/2024)

New York
(12/17/2024)

North Carolina
(1/19/2024)

North Dakota
(1/19/2024)

Oregon
(1/19/2024)

South Dakota
(1/19/2024)

Texas
(1/19/2024)

IAR

Texas
(1/19/2024)

Washington
(1/19/2024)

Wisconsin
(1/19/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/8/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/26/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 7/21/1998

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

OSAIC WEALTH, INC.

CRD#: 23131 / SEC#: 801-54859, 8-40218

RIA

Registered Investment Advisory firm - SEC (9/10/1997 Approved)

Broker-Dealer Firm Regulated by FINRA (Denver district office)

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Contact information

Main Address

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255

Mailing Address

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255

Phone number

(800) 821-5100

Established

Delaware since 08/05/1988

Firm type

Corporation

Fiscal year end

December

Firm Size

Large

# of Employees

8,717

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

OSAIC WEALTH, INC ADV PART 2A (10/20/2025)

SIGNATOR MANAGED ACCOUNT PLATFORM (3/31/2025)

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	Cover Page	Report
12/18/2024	Cover Page	Report
01/26/2024	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Calvin W. Strong

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Calvin Wayne Strong's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Calvin Wayne Strong's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

OSAIC WEALTH, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/8/2016

Series 63

Date: 6/26/1998

SIE

Date: 10/1/2018

Series 6

Date: 7/21/1998

FINRA

Current Firm

OSAIC WEALTH, INC.

Contact information

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Accountant surprise examination report

Red Flags

Company Information

OSAIC WEALTH, INC.

TRUST BUT VERIFY

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