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Cindy Hsin Gretschmann

Osaic Wealth, Inc.

Mishawaka, IN

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-06-10
IN RA APPROVED 2018-11-02
  • TX RA
    APPROVED_RES
    Since 2024-06-10
  • IN RA
    APPROVED
    Since 2018-11-02

Branch Locations

3900 Edison Lakes Pkwy Suite 120, Mishawaka, IN 46545 • 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
Signator Investors, Inc. Mishawaka IN 04/2007 11/2018
John Hancock Financial Network Mishawaka IN 11/2006 11/2018
Osaic Wealth Inc Mishawaka IN 11/2018 Present
  • 04/2007 → 11/2018
    Signator Investors, Inc.
    Mishawaka, IN
  • 11/2006 → 11/2018
    John Hancock Financial Network
    Mishawaka, IN
  • 11/2018 → Present
    Mishawaka, IN
Previous Registrations
  • 2015-09-08 → 2018-11-02
    Signator Investors, Inc.
    Mishawaka, IN
Other Businesses

1. INSURANCE BROKER POSITION: sole Proprietor NATURE: Insurance agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/27/2006 ADDRESS: 3900 Edison Lakes Pkwy, Suite 120, Mishawaka IN 46545, United States DESCRIPTION: Life Insurance, Health Insurance, Fixed Annuities. 2. VANTAGEPOINTE FINANCIAL GROUP POSITION: Vice President NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/01/2013 ADDRESS: 3900 Edison Lakes Pkwy, Suite 120, Mishawaka IN 46545, United States DESCRIPTION: Sales/Marketing of securities, investment advisory and insurance products. 3. SOUTH BEND SYMPHONY ORCHESTRA BOARD POSITION: Board Member NATURE: Non-profit Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2023 ADDRESS: 127 N. Michigan St, South Bend IN 46601, United States DESCRIPTION: Participate in events and meetings. 4. BEACON MEDICAL GROUP BOARD POSITION: Board Member NATURE: Board of Directors for non-profit medical group. Organized as a 501(c)(3). INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2025 ADDRESS: 710 N. Niles Ave., South Bend IN 46617, United States DESCRIPTION: Attend quarterly board meetings. Provide a non-medical point of view to the board.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-11-11
S63 Uniform Securities Agent State Law Examination 2007-07-26
  • S65 Uniform Investment Adviser Law Examination
    2013-11-11
  • S63 Uniform Securities Agent State Law Examination
    2007-07-26

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