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Shannon Lee Messersmith

Osaic Wealth, Inc.

Hershey, NE

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2024-01-19
  • NE RA
    APPROVED
    Since 2024-01-19

Branch Locations

315 Skyview Dr, Hershey, NE 69143 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Messersmith Financial, Inc. Wallace NE 10/2009 Present
Questar Capital Corporation Minneapolis MN 04/2015 03/2019
Woodbury Financial Services, Inc. Wallace NE 03/2019 01/2024
Woodbury Financial Services, Inc. Wallace NE 03/2019 Present
Osaic Wealth, Inc. Hershey NE 01/2024 Present
  • 10/2009 → Present
    Messersmith Financial, Inc.
    Wallace, NE
  • 04/2015 → 03/2019
    Questar Capital Corporation
    Minneapolis, MN
  • 03/2019 → 01/2024
    Woodbury Financial Services, Inc.
    Wallace, NE
  • 03/2019 → Present
    Woodbury Financial Services, Inc.
    Wallace, NE
  • 01/2024 → Present
    Hershey, NE
Previous Registrations
  • 2019-03-01 → 2024-01-19
    Woodbury Financial Services, Inc.
    Hershey, NE
  • 2015-04-10 → 2019-03-01
    Questar Asset Management, Inc.
    Wallace, NE
    Minneapolis, MN
  • 2010-08-20 → 2015-03-13
    Girard Securities, Inc.
    Lincoln, NE
    Wallace, NE
    Columbus, NE
  • 2009-02-27 → 2010-08-16
    Wallace, NE
    Rochester, MN
    Wallace, NE
  • 2008-04-04 → 2009-02-25
    Strategic Legacy Advisors, Inc.
    Wauneta, NE
    Lincoln, NE
Other Businesses

1)MESSERSMITH FINANCIAL SERVICES POSITION: Owner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 04/10/2015 ADDRESS: 315 Skyview Dr. Hershey NE 69143, United States DESCRIPTION: Agent - Sale of fixed insurance products. 2)WELCH INSURANCE AND FINANCIAL POSITION: Licensed Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/10/2015 ADDRESS: 315 Skyview Dr. Hershey NE 69143, United States DESCRIPTION: Property/Casualty insurance sales and service

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-04-30
  • S66 Uniform Combined State Law Examination
    2007-04-30

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