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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED_RES | 2025-01-24 |
| WY | RA | APPROVED | 2025-01-24 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Casper | WY | 07/2010 | 01/2025 |
| Osaic Wealth, Inc. | Casper | WY | 01/2025 | Present |
1) KELD, LLC., 643 S. DURBIN ST., CASPER, WY 82601 CATEGORY: LEGAL ENTITY INVESTMENT RELATED: NO TITLE: OWNER DUTIES: FORMED LLC TO MANAGE BUSINESS EXPENSES START DATE: 10/2023 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 2) KELD LLC, CASPER, WY 82601 CATEGORY: LLC INVESTMENT RELATED: NO TITLE: OWNER DUTIES: I OPENED KELD LLC TO OPERATE MY BUSINESS. PAY BILLS, PAYROLL START DATE: 10/2/2023 HOURS PER MONTH: 0 HOURS PER MONTH DURING TRADING HOURS: 0 3) KELD LLC., 643 S. DURBIN, CASPER, WY 82601 CATEGORY: LEGAL ENTITY INVESTMENT RELATED: NO TITLE: OWNER DUTIES: OPENED LLC TO MANAGE BUSINESS EXPENSES. START DATE: 10/2023 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 4) AMANDA K BRANON POSITION: Agent NATURE: Insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 01/05/2011 ADDRESS: 643 S. Durbin, Casper WY 82601, United States DESCRIPTION: sell life insurance, long term care, and disability and fixed annuities 5) GANNETT PEAK WEALTH STRATEGIES POSITION: Owner NATURE: DBA for marketing purposes for KELD LLC which is my S Corp and how I run my business. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/02/2024 ADDRESS: 643 S. Durbin, Casper WY 82601, United States DESCRIPTION: N/A
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-22 |
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