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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 2026-02-05
FL RA APPROVED 2025-02-03
MN RA APPROVED 2024-01-19
  • TX RA
    APPROVED_RES
    Since 2026-02-05
  • FL RA
    APPROVED
    Since 2025-02-03
  • MN RA
    APPROVED
    Since 2024-01-19

Branch Locations

539 Bielenberg Drive Suite 210, Woodbury, MN 55125 • United States

Ft. Myers, FL • 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
Gt Financial Advisors Woodbury MN 01/2014 Present
Woodbury Financial Services, Inc. Woodbury MN 01/2014 01/2024
Osaic Wealth, Inc. Woodbury MN 01/2024 Present
  • 01/2014 → Present
    Gt Financial Advisors
    Woodbury, MN
  • 01/2014 → 01/2024
    Woodbury Financial Services, Inc.
    Woodbury, MN
  • 01/2024 → Present
    Woodbury, MN
Previous Registrations
  • 2017-01-04 → 2024-01-19
    Woodbury Financial Services, Inc.
    Woodbury, MN
Other Businesses

1. GT FINANCIAL ADVISORS, LLC POSITION: Insurance Producer NATURE: Sells Life and Traditional Insurance products and Fixed annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/10/2017 ADDRESS: 539 Bielenberg Drive, Suite 210, Woodbury MN 55125, United States DESCRIPTION: Sells Life and Traditional Insurance products and Fixed annuities 2. JESSICA GREENIG LLC POSITION: Sole Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/30/2023 ADDRESS: 539 Bielenberg Drive, Suite 210, Woodbury MN 55125, United States DESCRIPTION: Administrative LLC - no business 3. GT TRUST & ESTATE PLANNING, LLC POSITION: Associate NATURE: LLC - Legal Practice INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2026 ADDRESS: 539 Bielenberg Drive, Suite 210, Woodbury MN 55125, United States DESCRIPTION: Net worth statement preparation and client communication

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-03-14
S63 Uniform Securities Agent State Law Examination 2014-03-24
  • S65 Uniform Investment Adviser Law Examination
    2016-03-14
  • S63 Uniform Securities Agent State Law Examination
    2014-03-24
Other Names
  • Jessica Eleda Greenig
  • Jessica Eleda Koppendrayer

View on SEC IAPD

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