Donna Jean Bogan

Current Employers

Employment History

• 06/1998 → 07/2018
  Lincoln Financial Advisors Corporation
  Southfield, MI
• 08/2018 → 04/2024
  Sigma Financial Corporation
  Ann Arbor, MI
• 08/2018 → 04/2024
  Sigma Planning Corporation
  Ann Arbor, MI
• 04/2024 → Present
  Osaic Wealth, Inc.
  Maumee, OH

Previous Registrations

• 2018-08-01 → 2024-04-01
  Spc
  Maumee, OH
  Ann Arbor, MI
• 2000-01-01 → 2018-08-13
  Osaic Fa, Inc.
  Toledo, OH
  Southfield, MI
  Southfield, MI
  Southfield, MI

Other Businesses

1. Name and address: Hartmann Bogan Financial Planning, 6635 West Central Ave, Toledo, OH 43617-1029 Category: Insurance Investment-Related: Yes Title: Agent Duties: Offers Disability Insurance, Fixed Annuities, LTC and Traditional Life Insurance. Start Date: 09/03/2015 Hours per month: 2 Hours per month during trading hours: 2 2. NOTARY PUBLIC POSITION: Notary Public NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/23/2022 ADDRESS: 2236 Centennial Rd., Toledo OH 43617, United States DESCRIPTION: Notarize documents 3. ROTARY CLUB OF TOLEDO POSITION: President Elect NATURE: 501(c)(3) - non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 07/15/2026 ADDRESS: 709 Madison Ave, Toledo OH 43604, United States DESCRIPTION: Attend Executive Committee meetings and Board Meetings once a month. 4. HARTMANN BOGAN FINANCIAL PLANNING POSITION: Insurance Agent NATURE: For the sales of insurance products such as life insurance and long-term care. Hartmann Bogan Financial Planning is the DBA I use. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2020 ADDRESS: 1645 Indian Wood Circle, Suite 102, Maumee OH 43537, United States DESCRIPTION: For the sales of insurance products such as life insurance and long-term care. Hartmann Bogan Financial Planning is the DBA I use. 5. HARTMANN BOGAN FINANCIAL PLANNING POSITION: owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2020 ADDRESS: 1645 Indian Wood Circle, Suite 102, Maumee OH 43537, United States DESCRIPTION: DBA for Marketing purposes 6. TOLEDO GROWS POSITION: Past-President Board Member NATURE: Toledo GROWs is a grassroots effort dedicated to the continued growth and success of community-based gardens in the City of Toledo and the surrounding area. As a statewide and regional leader in community gardening, Toledo GROWs offers organizational resources and technical assistance to support the development of sustainable garden projects that serve people of diverse ages and abilities. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2026 ADDRESS: 827 Oneida St., Toledo OH 43608, United States DESCRIPTION: Attend meetings 7. THE TOLEDO ESTATE & FINANCIAL PLANNING COUNCIL (TEFPC) POSITION: member NATURE: It is a multidisciplinary, nonprofit organization whose purpose is to provide informed guidance and education in the creation, conservation and distributions of estates, to increase public understanding of the need for competent estate planning, and to promote cooperation and foster a better understanding of the proper relationship among estate planning specialists from different disciplines. TEFCP is affiliated with The National Association of Estate Planners & Councils ( NAEPC) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2025 ADDRESS: 7517 Wind River Dr., Sylvania OH 43560, United States DESCRIPTION: Attend meetings 8. HARTMANN BOGAN FINANCIAL PLANNING POSITION: owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2020 ADDRESS: 2236 Centennial Rd, Toledo OH 43617, United States DESCRIPTION: DBA for Marketing purposes 9. HARTMANN BOGAN FINANCIAL PLANNING POSITION: Insurance Agent NATURE: For the sales of insurance products such as life insurance and long-term care. Hartmann Bogan Financial Planning is the DBA I use. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2020 ADDRESS: 2236 Centennial Rd., Toledo OH 43617, United States DESCRIPTION: For the sales of insurance products such as life insurance and long-term care. Hartmann Bogan Financial Planning is the DBA I use.

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-08-04

Designations