Donna Sue Jenkins

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2015 → 07/2017
  Voya Financial Advisors, Inc.
  Hiawatha, IA
• 07/2017 → 06/2024
  Securities America, Inc.
  Cedar Rapids, IA
• 07/2017 → 06/2024
  Securities America Advisors
  Cedar Rapids, IA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Cedar Rapids, IA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Cedar Rapids, IA

Previous Registrations

• 2017-07-25 → 2024-06-14
  Securities America Advisors, Inc.
  Cedar Rapids, IA
• 2015-05-22 → 2017-07-25
  Voya Financial Advisors, Inc.
  Cedar Rapids, IA
  Des Moines, IA
  Van Horne, IA
  Cedar Rapids, IA
  Hiawatha, IA
• 2012-07-05 → 2015-05-08
  Msi Financial Services, Inc.
  Cedar Rapids, IA

Other Businesses

1. FIXED INSURANCE BUSINESS THROUGH COMPASS FINANCIAL PARTNERS (DBA) POSITION: insurance agent NATURE: Fixed Insurance Business INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/13/2017 ADDRESS: 151 5th Ave SE Ste 300, Cedar Rapids IA 52401, United States DESCRIPTION: DBA- for Securities Business and Fixed Insurance Business. Insurance business with Senior Market Sales, Medicare Advantage/Supplement Part D. Fixed Life Insurance sales with affiliated, Kansas City Life and Crump. 2. DONNA JENKINS LC POSITION: Owner - Agent NATURE: Medicare Insurance Through Senior Market Sales, established LLC, Donna Jenkins LC and recontracted with various Medicare Insurance carriers as a General Agent Contract so that I can have one agent under myself to help to market and set up Medicare Plans. This agent is Alexis Poundstone, she is already and associated person with SAI. INVESTMENT RELATED: Yes NUMBER OF HOURS: 14 SECURITIES TRADING HOURS: 10 START DATE: 10/01/2021 ADDRESS: 151 5th Ave NE, Ste 300, Cedar Rapids IA 52401, United States DESCRIPTION: Set up Medicare Plans for our existing clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-04-16
• S63 Uniform Securities Agent State Law Examination
  2000-07-17

Other Names

• Donna Jenkins
• Donna Sue Slaymaker
• Donna Sue Littrel
• Donna Sue Littrel Barnard