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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-01-19 |
Branch Locations
1700 W Highway 36 Ste 410, Roseville, MN 55113 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services Inc | Roseville | MN | 04/2015 | 01/2024 |
| Osaic Wealth, Inc. | Roseville | MN | 01/2024 | Present |
1. NELSON FINANCIAL SERVICES POSITION: AGENT NATURE: INSURANCE AGENCY INVESTMENT RELATED: YES NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 8 START DATE: 08/20/2015 ADDRESS: 1700 WEST HIGHWAY 36, SUITE 410, ROSEVILLE MN 55113 DESCRIPTION: INSURANCE PRODUCER FOR LIFE, DISABILITY, LTC, AND ANNUITIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-03 |
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