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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-01-24 |
Branch Locations
211 Grandview Dr Suite 240, Fort Mitchell, KY 41017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Securities Corporation | Fort Mitchell | KY | 07/2008 | 01/2025 |
| Osaic Wealth, Inc. | Fort Mitchell | KY | 01/2025 | Present |
1.TEWES WEALTH MANAGEMENT 211 GRANDVIEW DR STE 240 FORT MITCHELL KY CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: OWNER DUTIES: SALES AND SERVICE OF DISABILITY INSURANCE, FIXED ANNUITIES, INDEXED ANNUITIES, LONG-TERM CARE INSURANCE, PREMIUM FINANCING, TRADITIONAL LIFE INSURANCE START DATE: 05/2024 HOURS PER MONTH: 160 HOURS PER MONTH DURING TRADING HOURS: 160 2. BRIAN TEWES POSITION: Sole Proprietor NATURE: offer clients a diverse array of products and services INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2009 ADDRESS: 211 Grandview Drive Suite 240, Ft Mitchell KY 41017, United States DESCRIPTION: Offer annuities life insurance and other similar products where appropriate
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-25 |
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