Mary Alice Sterk

Current Employers

Employment History

• 09/1997 → 01/2024
  Woodbury Financial Services
  Oakdale, MN
• 01/2024 → Present
  Osaic Wealth, Inc.
  Dakota Dunes, SD

Previous Registrations

• 1999-10-12 → 2024-01-19
  Woodbury Financial Services, Inc.
  Dakota Dunes, SD
  Storm Lake, IA

Other Businesses

1) STERK FINANCIAL SERVICES INC; NONINV RELATED; 350 OAK TREE LN STE 150 DAKOTA DUNES,SD 57049; INS AND EMPLOYEE BENEFITS SALES; OWNER; 01/01/1997; 60HR/MON; 60HR/MON; INSURANCE AND EMPLOYEE BENEFITS SALES. 2) SPEAKING; POSITION: Speaker NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/16/2017 ADDRESS: 438 W Pinehurst Trail, Dakota Dunes SD 57049; DESCRIPTION: Motivational Speaking for a fee 3) BOOK SALES; POSITION: Author NATURE: Sole Proprietorship - sales of books I have authored. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/07/2016 ADDRESS: 438 W Pinehurst Trail, Dakota Dunes SD 57049, United States; DESCRIPTION: Sales of books I have written. 4) MOO PROPERTIES POSITION: President NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 08/26/2020 ADDRESS: 438 W Pinehurst Trl, Dakota Dunes SD 57049, United States DESCRIPTION: Rental Properties 5) JUST MARY DESIGNS POSITION: Artist NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 09/01/2011 ADDRESS: 438 W Pinehurst Trl, Dakota Dunes SD 57049, United States DESCRIPTION: create and sell art, curating and reselling vintage ephemera and various things 6) OAK TREE PROPERTIES POSITION: Partner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2009 ADDRESS: 350 Oak Tree Ln Ste 150, Dakota Dunes SD 57049, United States DESCRIPTION: Commercial building ownership and rental 7) AFFILIATE SALES POSITION: Sales NATURE: Affiliate sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2011 ADDRESS: 438 W Pinehurst Trail, Dakota Dunes SD 57049, United States DESCRIPTION: affiliate internet sales 8) POA FOR MY MOTHER POSITION: POA NATURE: None INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2025 ADDRESS: 438 W Pinehurst Trl, Dakota Dunes SD 57049, United States DESCRIPTION: Power of Attorney for my Mother 9) STERK FINANCIAL SERVICES INC POSITION: CEO & Founder NATURE: S Corp INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 02/16/2004 ADDRESS: 350 Oak Tree Ln Ste 150, Dakota Dunes SD 57049, United States DESCRIPTION: -insurance and employee benefit sales -includes participation in the Sterk Financial Services Multi-Generation Joint Venture 10) STERK COACHING POSITION: Coach NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/28/2026 ADDRESS: 438 W Pinehurst Trl, Dakota Dunes SD 57049, United States DESCRIPTION: Coaching of advisors on business growth strategies, succession planning, and team development, for an hourly fee typically ranging from $250-$400 hr, and potential referral fees for executed succession plans.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-26
• S63 Uniform Securities Agent State Law Examination
  1996-10-11

Other Names

• Mary Colella
• Mary Alice Long