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1300 Godward Street Ne Suite 5500, Minneapolis, MN 55413 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2015-01-14 |
Branch Locations
949 Whitewater Avenue Suite 1, St Charles, IL 55972 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | St. Charles | MN | 12/2014 | Present |
| Focus Financial | St. Charles | MN | 12/2014 | Present |
1) TROENDLE PROPERTIES LLC: RENTAL PROPERTY ; CHARLES, MN 55972; OCTOBER 2010, INCOME LESS THAN $10,000 ZERO HOURS SPENT DURING TRADING HOURS 2) FOCUS FINANCIAL NETWORK, INC.; INVESTMENT-RELATED; 949 WHITEWATER AVE. ST. CHARLES, MN 55972; INVESTMENT ADVISORY FIRM; INVESTMENT ADVISOR REPRESENTATIVE; FINANCIAL ADVISOR; 01/2015; 50% OF TIME; 100% DURING TRADING HOURS. 3) FOCUS FINANCIAL NETWORK INC.; NOT INVESTMENT-RELATED; 949 WHITEWATER AVE. ST. CHARLES, MN 55972; INSURANCE AGENCY; SALE AND SERVICE OF FIXED INSURANCE PRODUCTS; INSURANCE AGENT; 01/2015; 15% OF TIME; 100% DURING TRADING HOURS. 4) TRUSTEE OF ESTATE FOR THE BENEFIT OF TWO SISTERS POSITION: Trustee NATURE: Trustee for my mothers estate. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/07/2007 ADDRESS: 26589 Park Road, St. Charles MN 55972, United States DESCRIPTION: My mom left about $250,000 in trust for each of two sisters. They are not able to manage their own finances. The trust directs me to invest the money for their benefit with a stream of income to be paid out to them at their retirement time. 5) FRED TROENDLE AND ASSOCIATES POSITION: CFP NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 7 START DATE: 12/15/2020 ADDRESS: 949 Whitewater Avenue, Suite 1, St. Charles MN 55972, United States DESCRIPTION: I serve as a co-financial power of attorney for my father and mother-in-law. At this time I am simply reviewing bank statements, credit card bills, and check registers. Neither myself or my brother-in-law have needed to write checks for my mother or father-in-law.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-12-13 |
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