Michael Joseph Coffman

Current Employers

Employment History

• 10/2002 → Present
  Aig American General Life Insurance Company
  Indianapolis, IN
• 01/2009 → 09/2023
  Sagepoint Financial, Inc
  Greenwood, IN
• 05/2023 → 05/2023
  Power Of Attorney For My Wife's Brother
  Indianapolis, IN
• 09/2023 → Present
  Osaic Wealth, Inc.
  Indianapolis, IN

Previous Registrations

• 2008-10-31 → 2023-09-01
  Osaic Services, Inc.
  Indianapolis, IN
• 2002-12-09 → 2008-10-31
  American General Securities Incorporated
  Houston, TX
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN

Other Businesses

1. MICHAEL COFFMAN, INDEPENDENT INSURANCE SALES, COMMENCED 05/1993, SOLE PROPRIETORSHIP, INVESTMENT RELATED, 2-5 HOURS/MONTH TIME SPENT, 100% OWNERSHIP, AGENT/REPRESENTATIVE; 2. MARC FINANCIAL INCORPORATED POSITION: Owner - NATURE: Corporation - INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2002 ADDRESS: 1751 Delaney Drive, Indianapolis IN 46217, United States DESCRIPTION: MARC Financial, Inc. is the S corp. that I set up for tax purposes. The activity that I perform for this is only the taxes and employee information. It is the company that my commissions flow through after being deposited into my personal checking account. In the past, I have been licensed with one or two insurance companies (for traditional/fixed insurance products) with a Life Heatlth license under MARC Financial, so a little compensation is paid directly to them, but not very much (less than $5,000/yr). The money that comes through is from my personal production of insurance and invsetment commissions. It then is paid to me through income and dividends. 3. SMJ REALTY LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/23/2019 ADDRESS: 1266 Lincoln Park Boulevard, Greenwood IN 46142, United States DESCRIPTION: LLC established to manage office building 4. MICHAEL COFFMAN POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1993 ADDRESS: 1266 Lincoln Park Boulevard, Greenwood IN 46142, United States DESCRIPTION: Life insurance sales/service Fixed annuity sales/service

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-19
• S63 Uniform Securities Agent State Law Examination
  1996-08-12

Designations

Other Names

• Michael J Coffman