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Alex Michael Elbert

Osaic Wealth, Inc.

Algona, IA

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2022-02-08
IA RA APPROVED 2021-04-23
  • MN RA
    APPROVED
    Since 2022-02-08
  • IA RA
    APPROVED
    Since 2021-04-23

Branch Locations

111 E Call Street, Algona, IA 50511 • 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
Algona Marine & Sport Algona IA 10/2011 11/2019
Central Financial Group Algona IA 12/2019 Present
  • 10/2011 → 11/2019
    Algona Marine & Sport
    Algona, IA
  • 12/2019 → Present
    Central Financial Group
    Algona, IA
Other Businesses

1) CENTRAL FINANCIAL GROUP - BUSINESS NAME POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 150 START DATE: 12/02/2019 ADDRESS: 111 E Call St, P.O Box 536, Algona IA 50511, United States DESCRIPTION: Sales/Marketing of securities, investment advisory and insurance products 2) DICK KUECKER AND SONS PARTNERSHIP; NO ; POSITION; Farm Hand; Address; 507 250th St Algona Iowa 50511; Start Date 11/01/17 ; 10 ; 5 ; Help farmer with planting and harvesting of grain. 3) REALTY GROUP FORT DODGE, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2022 ADDRESS: 301 South 25th Street, Fort Dodge IA 50501, United States DESCRIPTION: I am one of the managing partners for this LLC. My duties include the approval of items that need to be done with the building that is the responsibility of the LLC. The building is currently rented to Central Financial Group, LC. with a long-term, triple net lease. 4) REALTY GROUP ALGONA, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2022 ADDRESS: 111 E. Call Street, Algona IA 50511, United States DESCRIPTION: I am one of the managing partners for this LLC. My duties include the approval of items that need to be done with the building that is the responsibility of the LLC. The building is currently rented to Central Financial Group, LC. with a long-term, triple net lease. 5) REALTY GROUP, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2022 ADDRESS: 5700 Merle Hay Road, Johnston IA 50131, United States DESCRIPTION: I am one of the managing partners for this LLC. My duties include the approval of items that need to be done with the building that is the responsibility of the LLC. The building is currently rented to Central Financial Group, LC. with a long-term, triple net lease. 6) CENTRAL FINANCIAL GROUP - FIXED INSURANCE POSITION: Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 80 START DATE: 12/02/2019 ADDRESS: 111 E Call St, Algona IA 50511, United States DESCRIPTION: Sales/Marketing of fixed annuities and non-variable annuities. 7) CENTRAL FINANCIAL GROUP - DBA POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 150 START DATE: 12/02/2019 ADDRESS: 111 E Call St, P.O Box 536, Algona IA 50511, United States DESCRIPTION: Sales/Marketing of securities, investment advisory and insurance products 8) CENTRAL FINANCIAL GROUP, L.C. - PARTNER POSITION: Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2021 ADDRESS: 111 E Call St., Algona IA 50511, United States DESCRIPTION: Selling and assisting others with selling fixed insurance products and securities related products/ IAR services to meet client needs. Involved in Partner decisions for operations.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-23
  • S66 Uniform Combined State Law Examination
    2021-04-23

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