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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED_RES | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc. | Burnsville | MN | 07/2010 | 06/2024 |
| Securities America Advisors | Burnsville | MN | 07/2010 | 06/2024 |
| Osaic Wealth, Inc. | Burnsville | MN | 06/2024 | Present |
| Osaic Wealth, Inc. | Burnsville | MN | 06/2024 | Present |
1. SECURITIES AMERICA ADVISORS POSITION: Advisor NATURE: SECURITIES AMERICA ADVISORS- INVESTMENT ADVISORY - IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 100 START DATE: 07/01/2010 ADDRESS: 2422 E 117TH ST, BURNSVILLE, MN 55337 DESCRIPTION: Solicit advisory business 2. INSURANCE POSITION: Agent NATURE: INSURANCE SALES INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/01/2010 ADDRESS: 2422 E. 117th St, Burnsville MN 55337 DESCRIPTION: Solicit, educate and process life and annuity business 3. KENNETH LOEHLEIN POSITION: owner NATURE: Own a rental property. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/02/2019 ADDRESS: 4621 Gulf of Mexico Dr, E11, Longboat Key FL 04228, United States DESCRIPTION: I am the owner of a rental in Florida. All day to day operations are managed by a local on site property manger. 4. ASPIRE INVESTMENT SERVICES, LLC POSITION: account owner NATURE: This is a business account that is only set up to receive OSAIC wealth advisory fees. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/01/2024 ADDRESS: 14960 Pixie Point Circle SE, Prior Lake MN 55372, United States DESCRIPTION: It is a bank account set up to received advisory fees.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-02 |
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