Eric David Guth

Current Employers

Employment History

• 02/1988 → 02/2021
  Mutual/United Of Omaha
  Eau Claire, WI
• 02/1988 → 02/2021
  Mutual Of Omaha Investor Services, Inc.
  Eau Claire, WI
• 02/2021 → 06/2024
  Securities America, Inc.
  La Crosse, WI
• 02/2021 → 06/2024
  Securities America Advisors
  La Crosse, WI
• 06/2024 → Present
  Osaic Wealth, Inc.
  La Crosse, WI

Previous Registrations

• 2021-02-18 → 2024-06-14
  Securities America Advisors, Inc.
  La Crosse, WI
  Onalaska, WI
• 2007-02-01 → 2021-03-01
  Mutual Of Omaha Investor Services, Inc.
  Jamestown, ND
  Hinckley, MN
  Windsor, CO
  Platteville, WI
  Mankato, MN
  Fargo, ND
  Appleton, WI
  St Paul, MN
  Platteville, WI
  Green Bay, WI
  La Crosse, WI
  Birchwood, WI
  Grand Forks, ND
  E Grand Forks, MN
  Grand Forks, ND
  Bismark, ND
  Caledonia, MN
  Green Bay, WI
  Albert Lea, MN
  La Crescent, MN
  La Crescent, MN
  Crookston, MN
  Fargo, ND
  Bloomington, MN
  Waukesha, WI
  Wausau, WI
  La Crosse, WI
  Caledonia, MN
  Hinckley, MN
  Oconomowoc, WI

Other Businesses

1. INSURANCE SALES POSITION: Insurance Sales NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 32 SECURITIES TRADING HOURS: 32 START DATE: 02/08/2021 ADDRESS: 3376 Emerald Valley Drive, 304, LaCrosse WI 54601, United States DESCRIPTION: Insurance Sales 2. DBA: Executive Wealth Solutions 3. DBA: Futurity First Insurance Group 4. STANLEY MCDONALD AGENCY POSITION: Referral Agent NATURE: Insurance sales of Property & Casualty & commercial lines, small group health and individual health insurance under 65 INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2022 ADDRESS: 3167 Berlin Dr., Suite A, LaCrosse WI 54601 DESCRIPTION: Referrals of clients to P&C, Commercial lines for business owners, Health insurance, small group health plans. 5. LIFESPAN FINANCIAL PARTNERS POSITION: partner / owner NATURE: LifeSpan Financial Partners - DBA name for our business INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/31/2022 ADDRESS: 3167 Berlin Drive, LaCrosse WI 54603 DESCRIPTION: created a DBA called LifeSpan Financial Partners and creating a website in name only. We are creating a website through FMG suite currently. No business will go through this DBA but just marketing name.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-01-26
• S63 Uniform Securities Agent State Law Examination
  1988-11-12

Other Names

• Erie David Guth