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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2018-11-02 |
Branch Locations
4840 North River Blvd. Ne Suite 100, Cedar Rapids, IA 52411 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strellner Agency Group | Cedar Rapids | IA | 01/2003 | Present |
| Signator Investors, Inc. | Cedar Rapids | IA | 05/2016 | 11/2018 |
| Osaic Wealth, Inc | Cedar Rapids | IA | 11/2018 | Present |
1. STRELLNER AGENCY GROUP/STRELLNER FINANCIAL GROUP (DBA) POSITION: Representative NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2003 ADDRESS: 4840 North River Blvd NE, Ste 100, Cedar Rapids IA 52411, United States DESCRIPTION: Fixed Insurance Product Sales 2. STRELLNER AGENCY GROUP/STRELLNER FINANCIAL GROUP(DBA) POSITION: Representative NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 84 START DATE: 01/01/2003 ADDRESS: 4840 North River Blvd NE, Ste 100, Cedar Rapids IA 52227, United States DESCRIPTION: Securities Sales 3. NON-ACTIVE POWER OF ATTORNEY FOR IMMEDIATE FAMILY MEMBER POSITION: Springing Power of Attorney NATURE: This is a springing POA for immediate family member and is currently not active INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/11/2023 ADDRESS: 1221 E Bremer Ave, Waverly IA 50677, United States DESCRIPTION: Power of Attorney for immediate family member when they would become incapacitated. Not currently active
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-22 |
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