David Macklin Lewandowski

Current Employers

Employment History

• 05/2013 → Present
  Insurance Planning
  Oak Brook Terrace, IL
• 12/2013 → 01/2024
  Woodbury Financial Services, Inc.
  Oakbrook Terrace, IL
• 01/2024 → Present
  Osaic Wealth, Inc.
  Oakbrook Terrace, IL

Previous Registrations

• 2015-04-14 → 2024-01-19
  Woodbury Financial Services, Inc.
  Oakbrook Terrace, IL

Other Businesses

1) INSURANCE PLANNING POSITION: DBA NATURE: Disclosing Insurance Planning as my DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2014 ADDRESS: 1801 S. Meyers Road Ste.150, Oakbrook Terrace IL 60181, United States DESCRIPTION: Insurance Planning is just a DBA 2) INSURANCE PLANNING POSITION: OWNER NATURE: SOLE PROPRETORSHIP INVESTMENT RELATED: NO NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 15 START DATE: 06/20/2013 ADDRESS: 1801 S. MEYERS ROAD STE. 150, OAKBROOK TERRACE IL 60181 DESCRIPTION: SELL TERM/PERMANANT LIFE INSURANCE, HEALTH INSURANCE, FIXED ANNUITIES WITH VARIOUS BROKERAGE HOUSES AND PRODUCTS. 3. IAG POSITION: Member of LLC NATURE: Member of LLC solely for our office space & leasing and service agreements. Non-Investment related. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2019 ADDRESS: 1801 S. Meyers Road Ste. 150, Oakbrook Terrace IL 60181, United States DESCRIPTION: Quarterly Meetings Review LLC 4. DDCL INC. POSITION: Owner NATURE: C-Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 15 START DATE: 07/02/2018 ADDRESS: 1801 S. Meyers Road Ste. 150, Oakbrook Terrace IL 60181, United States DESCRIPTION: Sell Term/permanant Life Insurance, Health Insurance, Fixed Annuities with various brokerage houses and products. Commissions get paid to the C-Corporation.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-03-25
• S63 Uniform Securities Agent State Law Examination
  2014-10-17