Milton Dennis Flanagan

Current Employers

Employment History

• 02/2014 → 01/2024
  Woodbury Financial Services, Inc.
  Roselle, IL
• 01/2024 → Present
  Osaic Wealth, Inc.
  Warrenville, IL

Previous Registrations

• 2014-02-14 → 2024-01-19
  Woodbury Financial Services, Inc.
  Warrenville, IL
  Orland Park, IL
• 2009-03-18 → 2014-01-21
  Fifth Third Securities, Inc.
  Oak Lawn, IL
  Oak Lawn, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Cicero, IL
• 2007-05-29 → 2009-04-02
  Citigroup Global Markets Inc.
  Chicago, IL
  Chicago, IL
• 2002-06-24 → 2007-05-29
  Citicorp Investment Services
  Chicago, IL
  Chicago, IL

Other Businesses

1. FLANAGAN FINANCIAL SERVICES, INC. ROSELLE, IL; PRESIDENT; SELL FIXED ANNUITIES AND NON VARIABLE ANNUITIES; 60 HOURS/MONTH; NON SECURITIES RELATED. 2. GERARD RADICE EDUCATIONAL FOUNDATION ROSELLE, IL; PRESIDENT; PROVIDES EDUCATIONAL SCHOLARSHIPS; START DATE: 2012; NON SECURITIES RELATED. 3. DBA: FLANAGAN FINANCIAL SERVICES; SECURITIES RELATED. 4. FLANAGAN FINANCIAL SERVICES POSITION: FINANCIAL ADVISOR; NATURE: SOLE PROPRIETORSHIP; INVESTMENT RELATED: YES; NUMBER OF HOURS: 200; SECURITIES TRADING HOURS: 160; START DATE: 02/20/2014; ADDRESS: 15255 S 94TH AVE, SUITE 500, ORLAND PARK IL 60462; DESCRIPTION: WORK WITH CLIENTS TO DEVELOP FINANCIAL STRATEGIES THAT CAN ASSIST THEM IN ACHIEIVING THEIR FINANCIAL OBJECTIVES. 5. GERARD V RADICE FAMILY LEGACY FUND POSITION: President NATURE: Not-for-Profit Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 11/30/2015 ADDRESS: 105 E Granville Ave, Roselle IL 60172 DESCRIPTION: My Uncle recently passed and he wanted these funds to be used to assist family memeber that my need financial assistance. I will be managing the funds of the Family Legacy and should a family memeber need financial assistance, I will be in a position to assit them. 6. FLANAGAN FINANCIAL SERVICES POSITION: ADJUNCT FACULTY NATURE: I will be teaching a preparing for retirement class. The session will utilize preapproved seminars. INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 2 START DATE: 06/07/2018 ADDRESS: 9000 W COLLEGE PARKWAY, PALOS HILLS IL 60465, United States DESCRIPTION: I will be teaching a preparing for retirement class, adult education. The class will appear in the colleges mailings and on-line. Registration will be either on-line or by mail and will be coordinated by the college. 7. FLANAGAN FINANCIAL SERVICES POSITION: Author NATURE: Writing, producing and distributing books and other educational products via social media, websites and direct to client distribution. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/30/2020 ADDRESS: 15255 S 94TH AVE, SUITE 500, ORLAND PARK IL 60462, United States DESCRIPTION: Writing, producing and distributing books and other related educational products primarily focused on educating clients on retirement income, but other topics could also be discussed. 8. FLANAGAN FINANCIAL SERVICES LLC POSITION: President NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/15/2022 ADDRESS: 15255 S 94th Ave, Suite 500, Orland Park IL 60462, United States DESCRIPTION: The LLC will be used to help with income taxes. 9. NOTARY PUBLIC POSITION: NOTARY NATURE: NOTARIZE COMMUNICATION INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/12/2023 ADDRESS: 15255 S 94TH AVE, SUITE 500, Orland Park IL 60462, United States DESCRIPTION: Help clients by Notarizing documents.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-02-21
• S63 Uniform Securities Agent State Law Examination
  2000-07-27

Designations