Michael Charles Dickerson

Current Employers

Employment History

• 04/2000 → 01/2024
  Woodbury Financial Services Inc
  Indianapolis, IN
• 01/2024 → Present
  Osaic Wealth, Inc.
  Zionsville, IN

Previous Registrations

• 2004-08-11 → 2024-01-19
  Woodbury Financial Services, Inc.
  Carmel, IN
  Carmel, IN
  Zionsville, IN

Other Businesses

1) DICKERSON WEALTH ADVISERS; NON INV REL; 11622 N MICHIGAN RD STE 100, ZIONSVILLE IN 46077; PRESIDENT AND MANAGEMENT OF THE SUBCHAPTER S CORP; PRESIDENT; 4/25/2008; 5HR/MO; 5HR/MO; PRESIDENT AND MANAGEMENT OF THE SUBCHAPTER S CORP. 2) FINANCIAL MATTERS; NONINV RELATED; 11622 N MICHIGAN RD STE 100, ZIONSVILLE IN 46077; DICKERSON WEALTH ADVISERS INC HAS RIGHTS TO THE NAME AND THE RIGHTS TO THE CLIENTS INVOLVED WITH FINANCIAL MATTERS, WHICH IS OWNED BY KATHLEEN LAMANTIA. ALL OF THESE CLIENTS ARE FIXED INSURANCE CLIENTS; PRESIDENT OF DICKERSON WEALTH ADVISERS,INC; 12/15/2011; 10HR/MON; 8HR/MON; HAVE THE RIGHT TO CLIENT INFORMATION AND THE ABILITY TO CONTACT THEM IN ORDER TO SERVICE THEIR ACCOUNTS. ALL OF THESE ACCOUNTS ARE FIXED INSURANCE ACCOUNTS 3) DICKERSON WEALTH ADVISERS, INC POSITION: President NATURE: Corporation for fixed insurance business and to handle my expenses and employees. It is also an DBA. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/25/2008; ADDRESS: 11622 N Michigan Rd, STE 100, Zionsville IN 46077; DESCRIPTION: created to handle insurance business along with my expenses and employees. It is also an DBA. 4) FINANCIAL MATTERS POSITION: Agent NATURE: DBAINVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/15/2011 ADDRESS: 11622 N Michigan Rd, STE 100, Zionsville IN 46077, DESCRIPTION: DICKERSON WEALTH ADVISERS INC HAS RIGHTS TO THE NAME AND THE RIGHTS TO THE CLIENTS INVOLVED WITH FINANCIAL MATTERS, WHICH IS OWNED BY KATHLEEN LAMANTIA. ALL OF THESE CLIENTS ARE FIXED INSURANCE CLIENTS; PRESIDENT OF DICKERSON WEALTH ADVISERS,INC; 12/15/2011; 10HR/MON; 8HR/MON; HAVE THE RIGHT TO CLIENT INFORMATION AND THE ABILITY TO CONTACT THEM IN ORDER TO SERVICE THEIR ACCOUNTS. ALL OF THESE ACCOUNTS ARE FIXED INSURANCE ACCOUNTS 5) MCD REAL ESTATE, LLC POSITION: President/member NATURE: 50% ownership of LLC designed to hold commercial real estate. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/25/2016 ADDRESS: 4446 SERENGETI CIR, Carmel IN 46074, United States DESCRIPTION: This is an entity created to hold commercial real estate. My duties will be to monitor the books and records and to handle issues as they come up. 6) ENGAGE FINANCIAL GROUP POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 02/24/2016 ADDRESS: 11622 N Michigan Rd, STE 100, Zionsville IN 46077, United States DESCRIPTION: We are creating this name to develop a team of ethical comprehensive advisors to clear business through. It is mainly meant as a branding name. It is a DBA for myself and other advisors we may bring on. 7) DICKERSON WEALTH ADVISERS, INC POSITION: President NATURE: Corporation for fixed insurance business and to handle my expenses and employees. We also run our Student Loan Planning through this corporation. It is also an DBA. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/25/2008 ADDRESS: 11622 N Michigan Rd, STE 100, Zionsville IN 46077, DESCRIPTION: Corporation for fixed insurance business and to handle my expenses and employees. We also run our Student Loan Planning through this corporation. It is also an DBA. 8) EAGLE PARTNERS1 LLC POSITION: Manager NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/24/2021 ADDRESS: 4446 SERENGETI CIR, Carmel IN 46074, United States DESCRIPTION: This is a LLC designed to own and manage real estate.

Exams

• S66 Uniform Combined State Law Examination
  2004-07-30
• S63 Uniform Securities Agent State Law Examination
  2000-06-06

Designations