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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2024-06-14
  • MN RA
    APPROVED
    Since 2024-06-14

Branch Locations

571 Railroad Ave, Albany, MN 56307 • United States

1161 St Ave North, Freeport, MN 56331 • 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
Securities America Inc Albany MN 09/2013 06/2024
Securities America Advisors Albany MN 09/2013 06/2024
Osaic Wealth, Inc. Freeport MN 06/2024 Present
Osaic Wealth, Inc. Freeport MN 06/2024 Present
  • 09/2013 → 06/2024
    Securities America Inc
    Albany, MN
  • 09/2013 → 06/2024
    Securities America Advisors
    Albany, MN
  • 06/2024 → Present
    Freeport, MN
  • 06/2024 → Present
    Freeport, MN
Previous Registrations
  • 2014-01-30 → 2024-06-14
    Securities America Advisors, Inc.
    Albany, MN
Other Businesses

1. INSURANCE SALES POSITION: agent NATURE: INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 8/2003 - LOCATED AT 571 RAILROAD AVE ALBANY MN 56307 INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 08/01/2003 ADDRESS: 571 RR Ave, PO BOX 308, Albany MN 56307 DESCRIPTION: I sell all lines of insurance relating to life and health insurance including, medicare, supplements, advantage plans, supplemental insurance, index annuities, fixed annuities, long term care, indexed life, universal life, whole life, term life, disability, accident, 2. BOB DETERS LLC POSITION: Building owner/ renter NATURE: Rental Income INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2013 ADDRESS: 571 RR Ave, PO Box 308, Albany MN 56307 DESCRIPTION: Guardian Insurance rents the South side office from me. Money Matters rents the Southeast corner office. **3. POSITION: insurance agent NATURE: Insurance, Medicare plans, Supplement plans, Dental & Vision INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 12/28/2011 ADDRESS: 571 RR Ave, PO Box 308, Albany MN 56307 DESCRIPTION: Health insurance sales, medicare sales, life insurance sales, FIA, Variable annuity sales, fixed annuity sales

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-07-16
  • S63 Uniform Securities Agent State Law Examination
    2003-07-16
Other Names
  • Bob Deters

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