Rodney Owen Graham

Current Employers

Employment History

• 10/2010 → 06/2019
  Self Employed
  Oceanside, CA
• 08/2019 → 01/2024
  Woodbury Financial Services Inc
  Osage Beach, MO
• 01/2024 → Present
  Osaic Wealth, Inc.
  Osage Beach, MO

Previous Registrations

• 2019-09-23 → 2024-01-19
  Woodbury Financial Services, Inc.
  Osage Beach, MO

Other Businesses

1. STRATEGIC WEALTH INC POSITION: Financial Planner/Insurance Agent NATURE: Corporation - Marketing name for offering of investment products/advice, insurance products INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 10/10/2019 ADDRESS: 3736B Osage Beach Parkway, Osage Beach MO 65065, United States DESCRIPTION: Investment advice, investment product sales, insurance sales including but not limited to: Fixed annuities, EIA annuities, Medicare supplements, long-term care insurance, life insurance, disability insurance. 2. End Alz Association POSITION: board Member NATURE: Non Profit Corporation - INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 02/14/2018 ADDRESS: 31903 Riverwalk Pkwy, Colorado Springs CO 80951 DESCRIPTION: The End Alz Association is a nonprofit organization. I serve as needed to advance the mission of the End Alz Association.I am involved in decisionsrelated to strategic direction, long-term planning and programs. I also serve as an ambassador for the End Alz Association in the community. 3. RODNEY GRAHAM, FINANCIAL COACHING / WEALTH MANAGEMENT INSTITUTE POSITION: Owner/Instructor NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 4 START DATE: 07/01/2020 ADDRESS: 603 Seagaze Dr. #1093, Oceanside CA 92054, United States DESCRIPTION: Teaching financial literacy, money management, and wealth management principles through a variety of classes and workshops, including an intro to money management, financial masterclass, retirement workshop, marriage and money, and private financial coaching. Topics include budgeting, saving, borrowing/debt, credit, investing, insurance, entering the workforce, combining finances, paying off debt, and retirement/estate planning basics. I will not be offering or recommending any investment products or services, nor will I be making any personal recommendations.

Exams

• S66 Uniform Combined State Law Examination
  2019-09-23
• S63 Uniform Securities Agent State Law Examination
  2007-06-29

Other Names

• Rodney Graham
• Rodney Owen Graham