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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-11-22 |
| TX | RA | APPROVED | 2019-07-31 |
| IA | RA | APPROVED | 2018-11-02 |
Branch Locations
4840 North River Blvd. Ne Suite 100, Cedar Rapids, IA 52411 • United States
4840 N. River Boulevard Ne Suite 200, Cedar Rapids, IA 52411-6637 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Target Corporation | Cedar Falls | IA | 06/2003 | 04/2017 |
| The Strellner Agency Group | Cedar Rapids | IA | 02/2015 | Present |
| Signator Investors, Inc. | Cedar Rapids | IA | 05/2016 | 11/2018 |
| Osaic Wealth, Inc. | Cedar Rapids | IA | 11/2018 | Present |
1) KYLE MCLAUGHLIN FINANCIAL POSITION: President NATURE: This is the name of my S-Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2017 ADDRESS: 4840 N. River Blvd NE, Suite 100, Cedar Rapids IA 52411, United States DESCRIPTION: I am the sole owner of this S-Corporation. This corporation is set up for tax purposes. 2) ANDERSON FINANCIAL SERVICES - SECURITIES DBA POSITION: Financial Advisor NATURE: Fixed Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 25 START DATE: 09/01/2020 ADDRESS: 4840 N. River Blvd NE, Suite 200, Cedar Rapids IA 52411, United States DESCRIPTION: Evaluating my client's financial needs and recommend securities products as necessary. 3) ANDERSON FINANCIAL SERVICES - FIXED INSURANCE POSITION: Financial Advisor NATURE: Securities INVESTMENT RELATED: Yes NUMBER OF HOURS: 75 SECURITIES TRADING HOURS: 60 START DATE: 09/01/2020 ADDRESS: 4840 N. River Blvd NE, Suite 200, Cedar Rapids IA 52411, United States DESCRIPTION: Provide clients with fixed insurance options when necessary. 4) STRELLNER FINANCIAL GROUP- FIXED INS POSITION: Financial Advisor NATURE: Fixed Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 30 START DATE: 01/05/2015 ADDRESS: 4840 N. River Blvd NE, Suite 100, Cedar Rapids IA 52411, United States DESCRIPTION: Provide clients with fixed insurance options when necessary. 5) STRELLNER FINANCIAL GROUP- SECURITIES DBA POSITION: Financial Advisor NATURE: Securities INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 125 START DATE: 05/15/2015 ADDRESS: 4840 N. River Blvd NE, Suite 100, Cedar Rapids IA 52411, United States DESCRIPTION: Evaluating my clients financial needs and recommend securities products as necessary. 6) PILLAR FOUR LLC POSITION: Member NATURE: This is an LLC that I am a 30% owner of. The LLC owns one commercial real estate property that we will lease out to tenants. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2025 ADDRESS: 4840 N. River Blvd NE, Suite 100, Cedar Rapids IA 52411, United States DESCRIPTION: Minimal. As needed, review leases, oversee that payments for utilities, HOA fees, office supplies etc. are completed as needed. 7) ST. ELIZABETH ANN SETON PARISH FINANCE COUNCIL POSITION: Member NATURE: This is a non-elected committee of parishioners of St. Elizabeth Ann Seton Catholic Church. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/13/2026 ADDRESS: 1350 Lyndhurst Drive, Hiawatha IA 52233, United States DESCRIPTION: I serve as a volunteer on our Parish Finance Council. We review our church's financial position and assist our Priest with the budgeting process for our Parish. I do not have, nor does the committee in its entirety have, the ability to invest any funds, access any bank accounts, or spend money on behalf of the church. We may at time suggest spending funds on specific projects or building upkeep for the Parish. However, the ultimate decision rests with our Parish Pastoral Council and our Priest.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-06 |
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