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Morgan Meschede

Osaic Wealth, Inc.

Valparaiso, IN

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2024-01-19
  • IN RA
    APPROVED
    Since 2024-01-19

Branch Locations

602 E Lincolnway, Valparaiso, IN 46383 • 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
Deep River Waterpark Crown Point IN 04/2016 09/2016
Justice Merrillville IN 11/2016 05/2017
Hobart Parks Department Hobart IN 04/2017 09/2017
Pier 1 Imports Valparaiso IN 09/2017 01/2018
Mize Family Chesterton IN 01/2018 04/2021
Harvey Wealth Management Valparaiso IN 03/2021 Present
Duneland School Corporation Chesterton IN 09/2020 04/2021
Woodbury Financial, Inc. Valparaiso IN 10/2022 01/2024
Osaic Wealth, Inc. Valparaiso IN 01/2024 Present
  • 04/2016 → 09/2016
    Deep River Waterpark
    Crown Point, IN
  • 11/2016 → 05/2017
    Justice
    Merrillville, IN
  • 04/2017 → 09/2017
    Hobart Parks Department
    Hobart, IN
  • 09/2017 → 01/2018
    Pier 1 Imports
    Valparaiso, IN
  • 01/2018 → 04/2021
    Mize Family
    Chesterton, IN
  • 03/2021 → Present
    Harvey Wealth Management
    Valparaiso, IN
  • 09/2020 → 04/2021
    Duneland School Corporation
    Chesterton, IN
  • 10/2022 → 01/2024
    Woodbury Financial, Inc.
    Valparaiso, IN
  • 01/2024 → Present
    Osaic Wealth, Inc.
    Valparaiso, IN
Previous Registrations
  • 2023-04-26 → 2024-01-19
    Woodbury Financial Services, Inc.
    Valparaiso, IN
Other Businesses

1. HARVEY WEALTH MANAGEMENT POSITION: Notary NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/22/2022 ADDRESS: 602 E Lincolnway, Valparaiso IN 46383, United States DESCRIPTION: notarizing documents signed by clients in front of me.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-17
  • S66 Uniform Combined State Law Examination
    2023-04-17

View on SEC IAPD

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Other Investors

JOSEPH RICHARD MURPHY
Steven C Underwood
Whitney M. Trimble
Scott C Reiner
Victor Le Roy Sikorski
JAMES ALAN KUXHAUS
DOUGLAS RAYMOND ELLIOTT
PAUL JASON KUZEMKA

Other Offices

MWM ADVISORY GROUP, LLC · VALPARAISO, IN
J.P. MORGAN SECURITIES LLC · VALPARAISO, IN
FIRST HEARTLAND CONSULTANTS, INC. · VALPARAISO, IN
COMMONWEALTH FINANCIAL NETWORK · Valparaiso, IN
AMERIPRISE FINANCIAL SERVICES, LLC · Valparaiso, IN
ON INVESTMENT MANAGEMENT CO · Valparaiso, IN
LPL FINANCIAL LLC · VALPARAISO, IN
FIFTH THIRD SECURITIES, INC. · VALPARAISO, IN

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