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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-02 |
| IA | RA | APPROVED | 2024-01-19 |
| NE | RA | APPROVED | 2024-01-19 |
| SD | RA | APPROVED | 2024-01-19 |
Branch Locations
350 Oak Tree Lane Suite 150, Dakota Dunes, SD 57049 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Sioux City | IA | 11/2008 | 01/2018 |
| Efs Group | Sioux City | IA | 10/2007 | 03/2017 |
| Securities America Advisors | Sioux City | IA | 07/2014 | 01/2018 |
| Sterk Financial Services | Dakota Dunes | SD | 01/2018 | Present |
| Woodbury Financial Services Inc | Dakota Dunes | SD | 01/2018 | 01/2024 |
| Osaic Wealth, Inc. | Dakota Dunes | SD | 01/2024 | Present |
STERK FINANCIAL SERVICES INC. POSITION: AGENT NATURE: S Corp and Insurance and benefit sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 01/18/2018 ADDRESS: 350 OAK TREE LN, STE 150, DAKOTA DUNES SD 57049, United States DESCRIPTION: INSURANCE AND EMPLOYEE BENEFITS SALES Includes participation in the Sterk Financial Services Multi-Generation Joint Venture
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2009-03-31 |
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