Best Investors Account Sign in

Shaun Thomas Griese

Osaic Wealth, Inc.

St. Louis, MO

Claim This Profile
Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-01-19
MO RA APPROVED 2024-01-19
TX RA APPROVED_RES 2024-01-19
  • FL RA
    APPROVED
    Since 2024-01-19
  • MO RA
    APPROVED
    Since 2024-01-19
  • TX RA
    APPROVED_RES
    Since 2024-01-19

Branch Locations

12935 North Forty Drive Suite 210, St. Louis, MO 63141 • 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
American United Life St Louis MO 07/2003 Present
Oneamerica Securities St Louis MO 08/2003 03/2017
Questar Capital Corporation Minneapolis MN 03/2017 03/2019
Questar Asset Management Minneapolis MN 03/2017 03/2019
Woodbury Financial Services, Inc. St. Louis MO 03/2019 01/2024
Woodbury Financial Services, Inc. St. Louis MO 03/2019 01/2024
Osaic Wealth, Inc. St. Louis MO 01/2024 Present
  • 07/2003 → Present
    American United Life
    St Louis, MO
  • 08/2003 → 03/2017
    Oneamerica Securities
    St Louis, MO
  • 03/2017 → 03/2019
    Questar Capital Corporation
    Minneapolis, MN
  • 03/2017 → 03/2019
    Questar Asset Management
    Minneapolis, MN
  • 03/2019 → 01/2024
    Woodbury Financial Services, Inc.
    St. Louis, MO
  • 03/2019 → 01/2024
    Woodbury Financial Services, Inc.
    St. Louis, MO
  • 01/2024 → Present
    St. Louis, MO
Previous Registrations
  • 2019-03-01 → 2024-01-19
    Woodbury Financial Services, Inc.
    St. Louis, MO
  • 2017-03-02 → 2019-03-01
    Questar Asset Management, Inc.
    St. Louis, MO
    Minneapolis, MN
  • 2007-03-08 → 2017-03-07
    St Louis, MO
    Maryland Heights, MO
    Maryland Heights, MO
    St Louis, MO
Other Businesses

1) SA & J HOME SOLUTIONS POSITION: Silent Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 11/08/2019 ADDRESS: 305 Emerald Estates Ct, St. Charles MO 63304, United States DESCRIPTION: Wholesaling, rehabbing real estate properties. Eventually rental properties down the road. I am partnering with my wife and brother. They will be spending the time investment for the properties and I will provide the capital investment with very little time investment. 2) GATEWAY CAPITAL ADVISORS LLC POSITION: Insurance Agent/Managing Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/01/2019 ADDRESS: 12935 N. Forty Dr. Suite 210, St. Louis MO 63141, United States DESCRIPTION: Sales of Fixed Annuities, disability, Life and Long term care. 3) EXECUTIVE WEALTH ADVISORS LLC POSITION: Managing Partner/Insurance Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/02/2017 ADDRESS: 12935 North Forty Drive, Suite 210, St Louis MO 63141, United States DESCRIPTION: Sales of fixed annuities, disability insurance, life and Long Term Care insurance.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-03-07
S63 Uniform Securities Agent State Law Examination 2003-08-23
  • S65 Uniform Investment Adviser Law Examination
    2007-03-07
  • S63 Uniform Securities Agent State Law Examination
    2003-08-23

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in St. Louis, MO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor