Madison Cheyenne Konermann

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2020 → 06/2022
  Securities America, Inc.
  Jeffersonville, IN
• 04/2020 → 06/2022
  Riverbend Financial Group
  Jeffersonville, IN
• 04/2019 → 04/2020
  Riverbend Financial Group
  Jeffersonville, IN
• 07/2019 → 09/2019
  Riverbend Insights
  Jeffersonville, IN
• 05/2019 → 07/2019
  Riverbend Insights
  Jeffersonville, IN
• 08/2018 → 12/2019
  University Of Louisville
  Louisville, KY
• 08/2017 → 03/2018
  Christian Academy Of Indiana
  New Albany, IN
• 06/2017 → 05/2020
  University Of Louisville
  Louisville, KY
• 08/2013 → 06/2017
  Christian Academy Of Indiana
  New Albany, IN
• 10/2020 → 06/2022
  Securities America Advisors
  Jeffersonville, IN
• 08/2022 → 06/2024
  Securities America, Inc.
  La Vista, NE
• 08/2022 → 06/2024
  Securities America Advisors
  La Vista, NE
• 10/2020 → 03/2023
  Christian Academy Of Indiana
  New Albany, IN
• 06/2024 → Present
  Osaic Wealth, Inc.
  Bellevue, WA

Previous Registrations

• 2022-08-26 → 2024-06-14
  Securities America Advisors, Inc.
  La Vista, NE
• 2020-10-08 → 2022-07-14
  Securities America Advisors, Inc.
  Jeffersonville, IN

Other Businesses

1. ALTUS CONSULTING GROUP POSITION: Director of Business Development NATURE: Sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/11/2025 ADDRESS: 23206 Magnolia Warbler Crest Lane, Spring TX 77389, United States DESCRIPTION: identifying new business building and maintaining client relationships , driving sales growth, and providing exceptional service to existing clients 2. WOMEN IN PENSIONS NETWORK, INC. DBA WE. INSPIRE. PROMOTE. NETWORK. POSITION: Dallas chapter co-chair NATURE: 501(c)(6) nonprofit organization incorporated under the laws of the state ofMinnesota INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/29/2026 ADDRESS: 1010 Dale St N, Saint Paul MN 55117, United States DESCRIPTION: plan and host events on behalf of WIPN in the Dallas metroplex. 3. A PLACE FOR ROVER, INC. POSITION: Independent Contractor NATURE: A Place for Rover, Inc. is a private corporation. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/29/2026 ADDRESS: 711 Capitol Way S., Suite 204, Olympia WA 98501, United States DESCRIPTION: Dog sitter using Rover as a booking site. 4.ALTUSCG GROUP, LLC. POSITION: n/a NATURE: LLC- Please note the LLC is only used for creditor protection and to pay employees including myself INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/29/2026 ADDRESS: 23206 MAGNOLIA WARBLER CREST LN, SPRING TX 77389, United States DESCRIPTION: employee

Exams

• S66 Uniform Combined State Law Examination
  2020-09-29

Other Names

• Madison Cheyenne Shields