Sandra Kay Whitehead

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → 11/2024
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 06/2015 → 11/2024
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 11/2024 → Present
  Osaic
  Lennox, SD

Previous Registrations

• 2015-06-01 → 2024-12-02
  Cambridge Investment Research Advisors, Inc.
  Omaha, NE
  Lennox, SD
• 2006-10-23 → 2015-05-04
  Principal Securities, Inc.
  Grand Island, NE
  Des Moines, IA
  Grand Island, NE
  Grand Island, NE
  Grand Island, NE

Other Businesses

1. SK WHITEHEAD FINANCIAL LLC POSITION: Officer/Director NATURE: Sole Member INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/01/2024 ADDRESS: 28052 465Th Ave, Lennox SD 57039, United States DESCRIPTION: Entity is used for Tax and Payroll purposes only 2. SK WHITEHEAD FINANCIAL LLC - INSURANCE POSITION: Statutory Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 48 SECURITIES TRADING HOURS: 48 START DATE: 11/01/2024 ADDRESS: 28052 465Th Ave, Lennox SD 57039, United States DESCRIPTION: Solicit and conduct life insurance and fixed annuity sales - including taking applications and follow through to policy issuance.

Exams

• S66 Uniform Combined State Law Examination
  2006-10-20

Other Names

• Sandra Kay Cure
• Sandra Kay Longsine
• Sandra Kay Petzoldt