Theresa Marie Sell

Current Employers

Employment History

• 12/2007 → 10/2017
  Thrivent Financial
  Marquette, MI
• 10/2017 → 12/2021
  Onesco
  Cincinnati, OH
• 12/2021 → 12/2022
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 12/2021 → 12/2022
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 01/2023 → 06/2024
  Securities America, Inc.
  Marquette, MI
• 01/2023 → 06/2024
  Securities America Advisors
  Marquette, MI
• 06/2024 → Present
  Osaic Wealth, Inc.
  Marquette, MI

Previous Registrations

• 2023-01-03 → 2024-06-14
  Securities America Advisors, Inc.
  Marquette, MI
• 2021-12-13 → 2023-01-24
  Cambridge Investment Research Advisors, Inc.
  Marquette, MI
• 2017-09-12 → 2022-02-10
  On Investment Management Co
  Marquette, MI
• 2013-01-25 → 2017-09-15
  Thrivent Investment Management Inc.
  Marquette, MI
  New London, WI
  Marquette, MI
  Appleton, WI
  Marquette, MI
  Munising, MI

Other Businesses

1. DBA - Elevation Capital and Retirement Strategies 2. DAVID CAMERON LLC POSITION: Owner NATURE: David Cameron LLCI own a commercial property, which I have my business in. I also rent out space, to other organizations, that are never financial/conflicting businesses. DCL, receives rent and pays expenses for the building. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2013 ADDRESS: 702 Chippewa Sq, Marquette MI 49855 DESCRIPTION: I own a commercial property, which I have my business in. I also rent out space, to other organizations, that are never financial/conflicting businesses. DCL, receives rent and pays expenses for the building. 3. LIFE/HEALTH/FA SALES POSITION: Writer NATURE: Life/Health/FA sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/01/2007 ADDRESS: 702 Chippewa Sq, Marquette MI 49855 DESCRIPTION: Sales of health/life/fa products 4. LADY BOSS COACHES/STRATEGIC BUSINESS RESULTS POSITION: Owner/Coach/Consultant NATURE: Entrepreneurial/Business Coaching INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2016 ADDRESS: 702 Chippewa Sq, Marquette MI 49855 DESCRIPTION: I work with entrepreneurs and business owners to help them with non-investment/insurance needs. The majority of the work I do, is in the area of structure and sustainability of their business. Increasing productivity and income, while decreasing number of hours worked. 5.VOLUNTEER/BOARD FO DIRECTORS POSITION: Volunteer/Board Member NATURE: Volunteer/Board of Directors work I volunteer with many organizations. I do not vote or advise on anything financial in these roles. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 11/03/1979 ADDRESS: N1511 River Dr, Menominee MI 49858 DESCRIPTION: Volunteer/Board of Directors work I volunteer with many organizations. I do not vote or advise on anything financial in these roles. 6. A LIFE WORTH LIVING, LLC (DBA I AM THAT FRIEND) POSITION: Influencer/Author NATURE: I have a website (iamthatfriend.life) and social media (Facebook, Instagram, and substack) which I post what I write and comment on other posts. The topic is personal experiences, emotional/mental trauma, CPTSD, and personal growth. This is a volunteer activity, but Facebook has recently monetized me, and will make a small payout around Oct 25th. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 5 START DATE: 10/25/2025 ADDRESS: N1511 River Dr, Menominee 49858, Menominee MI 49858, United States DESCRIPTION: Create graphics, write commentary, write narrative/illustrative non-fiction, post content, and other related duties.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-01-23
• S63 Uniform Securities Agent State Law Examination
  2007-11-20

Other Names

• Theresa Marie Bellmore