Steve K Danekas

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:

Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2026-06-15

IL RA
APPROVED

Since 2026-06-15

Branch Locations

Rockton, IL • United States

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Unemployed	Rockton	IL	01/2025	06/2026
Osaic Wealth Inc	Rockton	IL	06/2026	Present
Edward D. Jones & Co., L.P.	Rockford	IL	04/1997	01/2025

01/2025 → 06/2026

Unemployed

Rockton, IL
06/2026 → Present

Osaic Wealth Inc

Rockton, IL
04/1997 → 01/2025

Edward D. Jones & Co., L.P.

Rockford, IL

Previous Registrations

2007-02-12 → 2025-02-18

Edward Jones

Rockford, IL

Rockford, IL

Other Businesses

1. INSURANCE POSITION: Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 06/15/2026 ADDRESS: 4589 Glen Echo Way, Rockton IL 61072, United States DESCRIPTION: Insurance, annuities

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-02-02
S63	Uniform Securities Agent State Law Examination	1997-07-31

S66 Uniform Combined State Law Examination

2007-02-02
S63 Uniform Securities Agent State Law Examination

1997-07-31

Other Names

Steve K Danekas
Steve Kent Danekas
Steve K. Danekas

View on SEC IAPD