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2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-01-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Security State Bank Of Hibbing | Hibbing | MN | 03/2014 | Present |
| Securities America, Inc | Hibbing | MN | 07/2015 | 06/2024 |
| Securities America Advisors | Hibbing | MN | 07/2015 | 06/2024 |
| Osaic Wealth, Inc. | Hibbing | MN | 06/2024 | 01/2026 |
| Cfd Investments, Inc. | Kokomo | IN | 01/2026 | Present |
| Creative Financial Designs, Inc. | Kokomo | IN | 01/2026 | Present |
1.) DBA: Security Investment Solutions; Investment related; 701 East Howard Street, Hibbing, MN 55746; Financial Adviser; 3/19/2014; 200 hours/month; 200 hours/month; Financial 2.) Veterans Community Thrift Store; Non investment-related; 2003 First Avenue, Hibbing, MN 55746; 501(c)(3) Non Profit Organization; Board Member; 7/24/2019; 4 hours/month; 4 hours/month; The board is responsible for overall policy & direction of the association and delegates responsibility of day-to-day operations to the staff & committees. 3.) Insurance Sales; Investment related; 701 East Howard Street, Hibbing, MN 55746; Insurance Sales; Financial Adviser; 3/19/2014; 200 hour/month; 200 hours/month; Sales 4.) Security State Bank Foundation; Not Investment-related; 701 East Howard Street, Hibbing, MN 55746; 501(c)(3) non profit charitable arm of Security State Bank; Board Member;1/1/2026; 2 hours/month; 2 hours/month; board Member 5.) Creative Financial Designs, Inc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-27 |
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