Debra Rose Wolf

Current Employers

Employment History

• 02/2014 → Present
  Foresight Bank
  Plainview, MN
• 07/2015 → 06/2024
  Securities America, Inc.
  Plainview, MN
• 11/2015 → 06/2017
  Usadvisors Wealth Management, Llc
  Plainview, MN
• 06/2017 → 06/2024
  Securities America Advisors
  Plainview, MN
• 06/2024 → Present
  Osaic Wealth, Inc.
  Plainview, MN

Previous Registrations

• 2017-06-01 → 2024-06-14
  Securities America Advisors, Inc.
  Plainview, MN
• 2015-11-30 → 2017-06-01
  Usadvisors Wealth Management, Llc
  Plainview, MN
• 2015-07-21 → 2015-11-30
  Securities America Advisors, Inc.
  Plainview, MN
• 2014-02-03 → 2015-07-27
  Fintegra, Llc
  Plainview, MN
• 2008-02-20 → 2014-02-04
  Geneos Wealth Management, Inc.
  Plainview, MN
  Rochester, MN
• 2006-05-26 → 2007-12-31
  Thrivent Investment Management Inc.
  Zumbrota, MN
  Pine Island, MN
  Pine Island
  Plainview, MN
  Cannon Falls, MN

Other Businesses

1. NAIFA - ROCHESTER MN POSITION: MEMBER ONLY - NATURE: PARTICIPATE TO THE EXTENT TO KEEP UP WITH INSURANCE INFORMATION AND TO GET CE. PARTICIPATE IN MONTHLY EDUCATIONAL MEETINGS AND TO UNDERSTAND AND KNOW THE REGULATIONS IMPACTING THE INSURANCE INDUSTRY. FOR EDUCATIONAL PURPOSES; THERE IS NO COMPENSATION - INVESTMENT RELATED: YES - HOURS: 1 - SECURITIES TRADING HOURS: 1 - START DATE: 1/2010 - ADDRESS: 1405 N. LILAC DRIVE, SUITE 121, GOLDEN VALLEY MN 55422 2. LAND RENT POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/31/2014 ADDRESS: 61774 295th Ave., Millville MN 55957 DESCRIPTION: Rent 10 acres of farm land to next-door-neighbor for a hay crop. 3. FORESIGHT INVESTMENT SERVICES POSITION: Insurance Representative NATURE: 4) INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 7/2013 - ADDRESS: 138 W BROADWAY, PLAINVIEW MN 55964 INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2013 ADDRESS: 138 West Broadway, Plainview MN 55964, United States DESCRIPTION: Provide approved insurance products to clients. 4. FORESIGHT BANK POSITION: Account Executive NATURE: Employed with Foresight Bank and as an independent contractor with OSAIC. I provide investment services for Foresight Bank using the Foresight Investment Services name under an agreement with OSAIC WEALTH, Inc. where my license is held. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/21/2015 ADDRESS: 138 West Broadway, Plainview MN 55964, United States DESCRIPTION: Foresight Bank employed me to manage their book of investments through a dba Foresight Investment Services which is all run through our Broker/Dealer, OSAIC WEALTH, Inc.

Exams

• S66 Uniform Combined State Law Examination
  2004-06-24

Other Names

• Debra Rose Steffen
• Debbie Wolf
• Deb Wolf
• Debbie Steffen