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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-08-29
SC RA APPROVED 2021-03-17
FL RA APPROVED 2017-02-22
MI RA APPROVED 2015-03-02
OH RA APPROVED 2013-07-05
  • TX RA
    APPROVED_RES
    Since 2024-08-29
  • SC RA
    APPROVED
    Since 2021-03-17
  • FL RA
    APPROVED
    Since 2017-02-22
  • MI RA
    APPROVED
    Since 2015-03-02
  • OH RA
    APPROVED
    Since 2013-07-05

Branch Locations

Portage, OH • United States

1224 W. Wooster Street Suite C, Bowling Green, OH 43402 • 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
Osaic Wealth, Inc. Bowling Green OH 07/2013 Present
Previous Registrations
  • 2005-12-13 → 2013-07-10
    Walnut Street Securities, Inc.
    Bowling Green, OH
    Bowling Green, OH
    Bowling Green, OH
    Bowling Green, OH
  • 2001-07-13 → 2006-11-02
    Walnut Street Advisers Inc
    Toledo, OH
Other Businesses

1. SAVAGE AND ASSOCIATES, YES, 1224 W WOOSTER ST. STE C, BOWLING GREEN, OH 43402, AGENT, 2001, 5, 5, INSURANCE SALES... 2. RYAN DAUTERMAN, INSURANCE POSITION: CAREER AGENT NATURE: INSURANCE AGENCY INVESTMENT RELATED: YES NUMBER OF HOURS: 5 INVESTMENT RELATED HOURS: 5 START DATE: 02/01/2014 ADDRESS: 1224 W. WOOSTER ST. SUITE C, BOWLING GREEN OH 43402 DESCRIPTION: SELL LIFE INSURANCE PRODUCTS 3. RODNEY C DAUTERMAN IRREVOCABLE TRUST POSITION: Co-trustee NATURE: Irrevocable Trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/27/2017 ADDRESS: 9478 Huffman Road, Portage OH 43451, United States DESCRIPTION: I spend very little time with minimal involvement. I handle business transactions for the trust. 4. DURABLE POWER OF ATTORNEY FOR RODNEY C DAUTERMAN POSITION: Power of Attorney NATURE: Durable Power of Attorney for my father INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/28/2017 ADDRESS: 9478 Huffman Road, Portage OH 43451, United States DESCRIPTION: To act on behalf of my father regarding property and financial matters. 5. RL DAUTERMAN FARM & TURF POSITION: Owner NATURE: I own10 acres of farm ground as a sole proprietorship. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2022 ADDRESS: 9500 Good Road, Portage OH 43451, United States DESCRIPTION: - The farm ground is cash rented to a local farmer.- May raise farm products to be sold to the public- May do custom lawn or property maintenance 6. THE RYAN L DAUTERMAN COMPANY POSITION: President NATURE: S Corp INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/13/2003 ADDRESS: 9500 Good Road, PORTAGE OH 43451, United States DESCRIPTION: This is an S-corp created for tax filing purposes. 7.SAVAGE & ASSOCIATES SECURITIES POSITION: Financial Professional NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 03/07/2023 ADDRESS: 1224 W. Wooster St. STE C, Bowling Green OH 43402, United States DESCRIPTION: Oversee client investments, make recommendations, manage a portfolio as part of my primary function as a FP.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-02-23
S63 Uniform Securities Agent State Law Examination 2006-07-24
  • S66 Uniform Combined State Law Examination
    2015-02-23
  • S63 Uniform Securities Agent State Law Examination
    2006-07-24

View on SEC IAPD

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