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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-01-19
IA RA APPROVED 2024-01-19
MI RA APPROVED 2024-01-19
TX RA APPROVED_RES 2024-01-19
  • IL RA
    APPROVED
    Since 2024-01-19
  • IA RA
    APPROVED
    Since 2024-01-19
  • MI RA
    APPROVED
    Since 2024-01-19
  • TX RA
    APPROVED_RES
    Since 2024-01-19

Branch Locations

102 N Washington St, Pleasantville, IA 50225 • United States

106 East Main Street, Knoxville, IA 50138 • United States

124 A Ave E, Oskaloosa, IA 52577 • 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
Mckay Insurance Agency Knoxville IA 03/2007 Present
Sagepoint Financial Knoxville ID 02/2019 Present
Woodbury Financial, Inc. Knoxville IA 05/2007 01/2024
Osaic Wealth, Inc. Knoxville IA 01/2024 Present
  • 03/2007 → Present
    Mckay Insurance Agency
    Knoxville, IA
  • 02/2019 → Present
    Sagepoint Financial
    Knoxville, ID
  • 05/2007 → 01/2024
    Woodbury Financial, Inc.
    Knoxville, IA
  • 01/2024 → Present
    Knoxville, IA
Previous Registrations
  • 2007-08-21 → 2024-01-19
    Woodbury Financial Services, Inc.
    Knoxville, IA
    Oskaloosa, IA
Other Businesses

1)INSURANCE PROPERTIES LLC POSITION: Manager NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: 106 E Main, Knoxville IA 50138 DESCRIPTION: Part owner of building that is rented to McKay Insurance agency and 3 apartments. 2) KNOXVILLE HOSPITAL AND CLINICS POSITION: Board Member NATURE: Hospital- Non profit. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2016 ADDRESS: 1002 S Lincoln, Knoxville IA 50138 DESCRIPTION: Volunteer board member. I abstain to all board related activities to the investment/brokerage account and retirement plan where I am currently the advisor of record. 3) MCKAY GROUP POSITION: President NATURE: S Corp/Insurance Agency This is simply a DBA update from McKay insurance agency to McKay group INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 80 START DATE: 11/05/2018 ADDRESS: 106 E Main, Knoxville IA 50138, United States DESCRIPTION: Agency owner 4) PINE KNOLLS GOLF CLUB POSITION: Board member NATURE: Country Club INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/17/2018 ADDRESS: 1202 S Attica Road, Knoxville IA 50138, United States DESCRIPTION: Help guide the business as a board member

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-05-02
  • S66 Uniform Combined State Law Examination
    2007-05-02

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