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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-05-21
  • MN RA
    APPROVED
    Since 2025-05-21

Branch Locations

110 4Th Avenue Ne, Hutchinson, MN 55350 • United States

430 3Rd Street N, Dassel, MN 55325 • 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
Minnesota Life Insurance Company St. Paul MN 05/2000 05/2019
Securian Financial Services, Inc St. Paul MN 05/2000 05/2019
Cri Securities, Inc. St. Paul MN 05/2000 05/2019
North Star Consultants, Inc Minneapolis MN 05/2000 05/2019
Unemployed Dassel MN 05/2019 03/2021
State Farm Litchfield MN 03/2021 12/2021
Unemployed Dassel MN 12/2021 06/2023
Linder Financial Hutchinson MN 06/2023 Present
Osaic Hutchinson MN 01/2025 Present
  • 05/2000 → 05/2019
    Minnesota Life Insurance Company
    St. Paul, MN
  • 05/2000 → 05/2019
    Securian Financial Services, Inc
    St. Paul, MN
  • 05/2000 → 05/2019
    Cri Securities, Inc.
    St. Paul, MN
  • 05/2000 → 05/2019
    North Star Consultants, Inc
    Minneapolis, MN
  • 05/2019 → 03/2021
    Unemployed
    Dassel, MN
  • 03/2021 → 12/2021
    State Farm
    Litchfield, MN
  • 12/2021 → 06/2023
    Unemployed
    Dassel, MN
  • 06/2023 → Present
    Linder Financial
    Hutchinson, MN
  • 01/2025 → Present
    Osaic
    Hutchinson, MN
Previous Registrations
  • 2014-01-15 → 2019-06-06
    Securian Financial Services, Inc.
    Minneapolis, MN
    Minneapolis, MN
  • 2014-01-15 → 2019-06-06
    Cri Securities, Llc
    Minneapolis, MN
    Minneapolis, MN
Other Businesses

1. *NORTH STAR CONSULTANTS, INC & NORTH STAR BROKERAGE, MINNEAPOLIS, MN; FIXED INSURANCE SALES; AGENT; 06/2011 TO PRESENT; 50 HRS/MNTH WITH 50 HRS/MNTH DURING TRADING HOURS. 2. MY NAME POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: 20591 746 Ave, Dassel MN 55325, United States DESCRIPTION: This is money that I receive from insurance policy trails. I do absolutely nothing for these funds.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-20
  • S66 Uniform Combined State Law Examination
    2025-05-20

View on SEC IAPD

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