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Richard Lucas Tesznar

Osaic Wealth, Inc.

Morenci, MI

Maumee, OH

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-04-01
OH RA APPROVED 2024-04-01
  • MI RA
    APPROVED
    Since 2024-04-01
  • OH RA
    APPROVED
    Since 2024-04-01

Branch Locations

205 W. Main Street, Morenci, MI 49256 • United States

1645 Indian Wood Circle Suite 102, Maumee, OH 43537 • 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
Hartmann-Bogan Financial Planning Maumee OH 01/2023 06/2024
Sam's Club Ypsilanti MI 05/2021 12/2022
Petersmark Financial Network Ann Arbor MI 06/2021 12/2022
Doordash San Francisco CA 06/2020 04/2021
High School And College Ypsilanti MI 08/2013 12/2022
The Dm Burr Group Ypsilanti MI 01/2019 02/2020
Jimmy Johns Ypsilanti MI 05/2019 07/2019
Jimmy Johns Ypsilanti MI 06/2020 06/2020
Sigma Financial Corporation Maumee OH 01/2024 04/2024
Sigma Planning Corporation Maumee OH 01/2024 04/2024
Osaic Wealth, Inc. Maumee OH 04/2024 Present
Engler, Garrow & Roth, Ltd Maumee OH 06/2024 Present
  • 01/2023 → 06/2024
    Hartmann-Bogan Financial Planning
    Maumee, OH
  • 05/2021 → 12/2022
    Sam's Club
    Ypsilanti, MI
  • 06/2021 → 12/2022
    Petersmark Financial Network
    Ann Arbor, MI
  • 06/2020 → 04/2021
    Doordash
    San Francisco, CA
  • 08/2013 → 12/2022
    High School And College
    Ypsilanti, MI
  • 01/2019 → 02/2020
    The Dm Burr Group
    Ypsilanti, MI
  • 05/2019 → 07/2019
    Jimmy Johns
    Ypsilanti, MI
  • 06/2020 → 06/2020
    Jimmy Johns
    Ypsilanti, MI
  • 01/2024 → 04/2024
    Sigma Financial Corporation
    Maumee, OH
  • 01/2024 → 04/2024
    Sigma Planning Corporation
    Maumee, OH
  • 04/2024 → Present
    Maumee, OH
  • 06/2024 → Present
    Engler, Garrow & Roth, Ltd
    Maumee, OH
Previous Registrations
  • 2024-01-05 → 2024-04-01
    Maumee, OH
Other Businesses

1. DOORDASH POSITION: Delivery Driver NATURE: Corporation and independent contract work. INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 0 START DATE: 02/17/2025 ADDRESS: 303 2nd Street, Suite 800, San Francisco CA 94107, United States DESCRIPTION: Pick up and deliver food to people. 2. ENGLER, GARROW & ROTH, LTD. POSITION: Financial Planner NATURE: This business is organized as an LLC and is a DBA name for marketing purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 144 START DATE: 06/01/2024 ADDRESS: 1645 Indian Wood Circle Suite 102, Maumee OH 43537, United States DESCRIPTION: Financial advising/planning, investment management 3. ENGLER , GARROW & ROTH, LTD. POSITION: Financial Planner NATURE: This business is organized as an LLC and is a DBA name for marketing purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 144 START DATE: 06/01/2024 ADDRESS: 1645 Indian Wood Circle Suite 102, Maumee OH 43537, United States DESCRIPTION: Insurance sales including life, disability, LTC, and annuities.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-28
  • S66 Uniform Combined State Law Examination
    2023-11-28

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