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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-01-19 |
| NE | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED_RES | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services, Inc. | Aurora | NE | 04/2001 | 01/2024 |
| Osaic Wealth, Inc. | Aurora | NE | 01/2024 | Present |
1. STRONG FINANCIAL RESOURCES, INC.; 1611 10TH ST AURORA NE; PRESIDENT; SALES AND AGENCY MANAGEMENT; INCLUDING SALES OF LIFE, HEALTH AND P&C COVERAGES AND GROUP EMPLOYEE BENEFITS; 10/1997-CURRENT; 160 HRS MNTH; 36 DURING TRADING HRS. 2. B STRONG MINISTRIES POSITION: director NATURE: Community outreach and ministry support to families in need. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2002 ADDRESS: 1611 10th Street Suite A, Aurora NE 68818, United States DESCRIPTION: Community Outreach and investment in families in need. 3. STRONG ADVISORY GROUP, INC. POSITION: President NATURE: Insurance and Consulting Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 140 START DATE: 12/01/2000 ADDRESS: 1611 10th Street Suite A, Aurora NE 68818, United States DESCRIPTION: Consulting and Solicitation of individual insurance products and financial services, 4. STRONG REAL ESTATE GROUP, LLC POSITION: Member NATURE: LLC is which we rent the building to Strong Advisory Group at 1611 10th Street Aurora NE INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2022 ADDRESS: 1611 10th Street, Suite A, Aurora, NE 68818, AURORA, NE NE 68818, United States DESCRIPTION: Just moved property out of personal name to LLC for liability purposes 5. STRONG INVESTMENT GROUP, LLC POSITION: Member NATURE: LLC that owns a building at 3456 N Power Rd Unit 156 in Mesa AZ and rents it to Strong Advisory Group INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2022 ADDRESS: 7634 East Summit Trail Street, MESA AZ 85207, United States DESCRIPTION: Rental Property rented to our business Strong Advisory Business, moved from Personally renting to the new LLC 6. HEALTHEDITRD, LLC POSITION: Member of the LLC NATURE: Nutrition Consulting by my wife, who is a Registered Dietitian INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2022 ADDRESS: 3456 N Power Rd Unit 156, Mesa AZ 85207, United States DESCRIPTION: Shareholder 7. STRONG ADVISORY GROUP INC. POSITION: President NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/01/2024 ADDRESS: 1611 10th Street Suite A, Aurora NE 68818, United States DESCRIPTION: I will be receiving referral fees from IFInetwork. For referring demand deposits to their network. This will be a referral source only. I will not have access any clients accounts or statements. Client's will access balances and information through their own infinity link through IFI Network.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-26 |
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