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Strategic Financial Management Affiliates with Osaic, Joining Undefined Gridlines, Inc.

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Summary

SCOTTSDALE, Ariz.--(BUSINESS WIRE)-- #TeamOsaic--Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced that Strategic Financial Management (“StrategicFM”), has joined Undefined Gridlines, Inc. (“UGLI”), an office of supervisory jurisdiction (OSJ) under Osaic. The Greeley, Colorado-based wealth management firm oversees $133 million in assets under administration (AUA). Led by President Randee Cook, CFP®, StrategicFM delivers comprehensive wealth, retire

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Article published on August 21, 2025 by businesswire