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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-06 |
| IA | RA | APPROVED | 2018-11-02 |
Branch Locations
3013 Greyhound Drive Box 2487, Waterloo, IA 50704 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Decisions Group | Waterloo | IA | 10/2004 | Present |
| Jaycee'S Cedar Valley Junior Chamber | Waterloo | IA | 03/2016 | 04/2018 |
| Signator Investors, Inc. | Waterloo | IA | 05/2016 | 11/2018 |
| Osaic Wealth, Inc. | Waterloo | IA | 11/2018 | Present |
| Advisors Advantage Network | Rochester | MN | 05/2024 | Present |
1) FINANCIAL DECISIONS GROUP POSITION: Pres NATURE: S-corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 07/01/2005 ADDR: 3013 Greyhound Dr, Waterloo IA 50701 DESC: Financial Advisor conducting securities transactions/advice. 2) FINANCIAL DECISIONS GROUP POSITION: Pres NATURE: S-corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 10/23/2004 ADDR: 3013 Greyhound Dr, Waterloo IA 50701 DESC: Fixed Insurance Sales 3) SECURITY SUPPORT UNIT LLP POSITION: Officer/Director NATURE: LLP, Compliance/Supervision; INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2020 ADDR: 2770 Commerce Dr NW Rochester, MN 55901 DESC: Owner of non-voting partnership interest 4) BSMF POSITION: Owner/Partner NATURE: LLC Enitity for ownership of Securities/insurance marketing group INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2020 ADDR: 2770 Commerce Dr NW, Rochester MN 55901 DESC: BSMF is an entity owned equally by Financial Decisions Group~Waterloo Ltd., Tim Strellner, Jeff Bigler, and Josh Rice which owns 75% of CFG. 5) FARMING OPERATION/FARM LAND POSITION: Owner NATURE: Sole Proprietorship Farming Operation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2023 ADDR: 7911 W 1ST ST, CEDAR FALLS IA 50613 DESC: farm ground that I intend to hire AC Farms to custom farm at fair market value. I will pay for input costs, their labor, and ultimately get the crop once it's harvested in the fall to sell. 6) FARM LAND RENTAL POSITION: Owner NATURE: Sole Prop INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/15/2023 ADDR: 7911 W 1ST ST, CEDAR FALLS IA 50613 DESC: Farm land will be rented at a rate per acre to Brad Feckers for him to farm Hay. 7. CFG (COLLECTIVE FINANCIAL GROUP) POSITION: Owner of non-voting partnership interest NATURE: Sub S-corp Securities and Insurance Marketing Group INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2020 ADDR: 4840 N River Blvd Ne Ste 100, Cedar Rapids IA 52411 DESC: Owner of non voting partnership interest Insurance commissions and securities overrides funnel to this organization. Insurance commissions are paid to broker based upon contractual payout. Securities Override are distributed based upon collective ownership among partners of Collective Financial Group. 8. ADVISORS ADVANTAGE NETWORK POSITION: Partner NATURE: LLP, DBA for Securities Support Unit (disclosed previously)This is the DBA used for advisors and compliance filed with state INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/06/2024 ADDR: 2770 Commerce Drive NW, Rochester MN 55901 DESC: DBA Name 9. FINANCIAL DECISIONS GROUP POSITION: President NATURE: I will be serving as President of FDG which is an S-corp. I will be in charge of day to day operations, recruiting, training. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 07/01/2019 ADDR: 3013 Greyhound Dr, Waterloo IA 50701 DESC: Hiring, Firing, Training, Day to Day Operations. 10. MORNING FARMS LLC POSITION: Partner NATURE: The proposed LLC will own 80 Acres of farm ground owned 50% Jesse Meehan 50% Mark Arends with the intention of renting out to a third party or having Mark Arend's corporation AC Farms custom farm it similar to the the OBA already approved for farm ground I already own. I will be a silent partner with Mark making all decisions. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/15/2026 ADDR: 7915 West 1st Street, IA IA 50613 DESC: Mark will handle all of this so the 1 hour per month is him filling me in on what's going on.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-18 |
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