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Todd Robert Fincannon

Osaic Wealth, Inc.

Merrillville, IN

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-01-19
IN RA APPROVED 2024-01-19
TX RA APPROVED 2024-01-19
  • IL RA
    APPROVED
    Since 2024-01-19
  • IN RA
    APPROVED
    Since 2024-01-19
  • TX RA
    APPROVED
    Since 2024-01-19

Branch Locations

310 East 90Th Drive, Merrillville, IN 46410 • 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
Hicko Cpa Group Merrillville IN 01/2005 Present
Uhlmann Price Securities, Llc. Chicago IL 01/2012 09/2016
Woodbury Financial Services Inc Merrillville IN 09/2016 01/2024
Osaic Wealth, Inc. Merrillville IN 01/2024 Present
  • 01/2005 → Present
    Hicko Cpa Group
    Merrillville, IN
  • 01/2012 → 09/2016
    Uhlmann Price Securities, Llc.
    Chicago, IL
  • 09/2016 → 01/2024
    Woodbury Financial Services Inc
    Merrillville, IN
  • 01/2024 → Present
    Merrillville, IN
Previous Registrations
  • 2016-09-27 → 2024-01-19
    Woodbury Financial Services, Inc.
    Merrillville, IN
    Merrillville, IN
    Naples, FL
  • 2012-02-08 → 2017-03-31
    Perpetual Wealth Capital Management, Llc
    Merrillville, IN
  • 2014-02-04 → 2016-10-19
    Skokie, IL
    Merriville, IN
  • 2012-02-07 → 2013-12-31
    Perpetual Wealth Capital Management, Llc
    Merrillville, IN
  • 2006-11-02 → 2011-12-19
    Merrillville, IN
    Merrillville, IN
  • 2002-07-25 → 2005-02-10
    American General Securities Incorporated
    Fishers , IN
Other Businesses

1. PRODUCERS RESOURCES INC POSITION: Sales NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2001 ADDRESS: 310 E 90th Dr, Merrillville IN 46410 DESCRIPTION: Fixed Life Insurance Sales 2. THE HICKO CPA GROUP, PC POSITION: Partner/CPA NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 120 START DATE: 01/01/2005 ADDRESS: 310 E 90th Dr, Merrillville IN 46410, United States DESCRIPTION: CPA - Tax preparation and accounting book work and finacial statement preparation

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-09-29
  • S66 Uniform Combined State Law Examination
    2000-09-29
Other Names
  • Todd R Fincannon

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