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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-11-22
TX RA APPROVED 2019-07-31
IA RA APPROVED 2018-11-02
  • NC RA
    APPROVED
    Since 2023-11-22
  • TX RA
    APPROVED
    Since 2019-07-31
  • IA RA
    APPROVED
    Since 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

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
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
  • 06/2003 → 04/2017
    Target Corporation
    Cedar Falls, IA
  • 02/2015 → Present
    The Strellner Agency Group
    Cedar Rapids, IA
  • 05/2016 → 11/2018
    Signator Investors, Inc.
    Cedar Rapids, IA
  • 11/2018 → Present
    Cedar Rapids, IA
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-05-06
  • S66 Uniform Combined State Law Examination
    2015-05-06
Designations

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