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Jeffrey Francis Bigler

Osaic Wealth, Inc.

Rochester, MN

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-09-25
IA RA APPROVED 2019-05-14
MN RA APPROVED 2018-11-02
TX RA APPROVED 2018-11-02
  • FL RA
    APPROVED
    Since 2024-09-25
  • IA RA
    APPROVED
    Since 2019-05-14
  • MN RA
    APPROVED
    Since 2018-11-02
  • TX RA
    APPROVED
    Since 2018-11-02

Branch Locations

2770 Commerce Dr Nw, Rochester, MN 55901 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bigler Financial Services Rochester MN 01/1997 Present
Jadco Rochester MN 07/1999 Present
Advanced Financial Consultants/Advanced Financial Rochester MN 09/2002 Present
Signator Investors, Inc. Rochester MN 05/2016 11/2018
Royal Alliance Associates, Inc. Rochester MN 11/2018 Present
  • 01/1997 → Present
    Bigler Financial Services
    Rochester, MN
  • 07/1999 → Present
    Jadco
    Rochester, MN
  • 09/2002 → Present
    Advanced Financial Consultants/Advanced Financial
    Rochester, MN
  • 05/2016 → 11/2018
    Signator Investors, Inc.
    Rochester, MN
  • 11/2018 → Present
    Royal Alliance Associates, Inc.
    Rochester, MN
Previous Registrations
  • 2016-05-13 → 2018-11-02
    Signator Investors, Inc.
    Rochester, MN
    Boston, MA
    Rochester, MN
  • 2007-07-11 → 2016-05-13
    Rochester, MN
    Rochester, MN
Other Businesses

1. CFG Collective Financial Group POS: Officer/Director NATURE: S-Corp INV RELATED: Yes #OF HRS: 10 SEC TRAD HRS: 5 START: 1/13/16 ADDY : 4840 N River Blvd; Cedar Rapids; Iowa; 52411 DESC: help set the direction of the Marketing organization 2. FORTUNIARE FOUNDATION POS: Treasurer NATURE: Foundation INV RELATED: Yes # OF HRS: 1 SEC TRAD HRS: 0 START: 2/15/19 ADDY: 4840 N River BLVD NE, Cedar Rapids IA 52499 DESC: Treasurer 3. NONE POS: successor POA, executor and successor ttee for family members (brother, sister) NATURE: personal INV RELATED: No # OF HRS: 0 SEC TRAD HRS: 0 START: 1/1/93 ADDY: 4400 Ettenmoor Lane SW, Rochester MN 55902 DESC: see pos or title 4. BSMF POS: Partner NATURE: LLC INV RELATED: No # OF HRS: 1 SEC TRAD HRS: 0 START: 5/1/16 ADDY: 2770 Commerce DR NW, Rochester MN 55901 DESC: partner 5. BFS BIGLER FINANCIAL SERVICES POS: President NATURE: Scorp INV RELATED: Yes # OF HRS: 175 SEC TRAD HRS: 45 START: 1/1/97 ADDY: 2770 Commerce DR NW, Rochester MN 55901 DESC: Owner of this entity, which is used to organize business operation expenses and taxes. 6. ADVANCED FINANCIAL CONSULTANTS - SECURITIES POS: CEO NATURE: S Corp INV RELATED: Yes # OF HRS: 120 SEC TRAD HRS: 100 START: 1/17/02 ADDY: 2770 Commerce Dr. NW, Rochester MN 55902 DESC: Offer Financial Services 7. JADCO PROPERTIES POS: partner NATURE: rental property INV RELATED: No # OF HRS: 1 SEC TRAD HRS: 0 START: 2/14/05 ADDY: 4400 Ettenmoor Lane SW, Rochester MN 55902 DESC: collect rent, insure property, and direct distribution of rent 8. ADVANCED FINANCIAL CONSULTANTS- FIXED POS: CEO NATURE: S Corp INV RELATED: No # OF HRS: 120 SEC TRAD HRS: 100 START: 1/17/02 ADDY: 2770 Commerce Dr. NW, Rochester MN 55902 DESC: offer fixed products to clients and prospects. 9. NOTARY POS: Notary NATURE: Notary Services INV RELATED: Yes # OF HRS: 1 SEC TRAD HRS: 1 START: 1/1/00 ADDY: 2770 Commerce Drive NW, Rochester MN 55901 DESC: Notarize documents 10. SECURITIES SUPPORT UNIT POS: Partner/CEO NATURE: S Corp INV RELATED: Yes NUMBER OF HRS: 4 SEC TRAD HRS: 3 START: 12/1/03 ADDY: 2770 Commerce DR NW, Rochester MN 55901 DESC: Oversee the general operation of our OSJ unit 11. CHRIS NORTON FOUNDATION POS: Board Member NATURE: The Chris Norton Foundation is a nonprofit organization dedicated to helping people with spinal cord and neuromuscular disabilities live their best lives. By making a donation and helping us spread awareness, you're bringing invaluable tools, therapies, adaptive camps, and research to millions of people. INV RELATED: No NUMBER OF HRS: 4 SEC TRAD HRS: 1 START: 8/1/23 ADDY: 125 State Rd 7, Ste 273, Wellington FL 33414 DESC: Board member 12. ADVISORS ADVANTAGE NETWORK POS: Partner NATURE: LLP INV RELATED: Yes NUMBER OF HOURS: 4 SEC TRAD HOURS: 3 START: 05/01/2024 ADDY: 2770 Commerce Drive NW, Rochester MN 55901 DESC: Oversee the strategy of the organization. Help with recruiting of organizations to the firm. 13. DIOCESE OF WINONA ROCHESTER POS: board member NATURE: Catholic Church Diocese INV RELATED: No NUMBER OF HOURS: 1 SEC TRAD HOURS: 1 START: 07/01/2024 ADDY: 2907 Jeremiah Lane NW, Rochester MN 55901 DESC: Attend board meeting 3 times per year in Rochester, 5 minutes from the office for 60 to 90 minutes. Offer business insight to the benefits for the diocese 14. CFG COLLECTIVE FINANCIAL GROUP POSITION: Partner NATURE: s corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 01/13/2016 ADDRESS: 4840 N River Blvd, Cedar Rapids IA 52411, United States DESCRIPTION: help set direction of Marketing organization

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1988-07-22
  • S63 Uniform Securities Agent State Law Examination
    1988-07-22
Designations
Other Names
  • Jeff Bigler
  • Jefferey Francis Bigler

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