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Current Employers
Gineris Wealth Management

2005 Hart Street, Dyer, IN 46311 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-04-23
IA RA APPROVED 2024-04-19
IN RA APPROVED 2024-01-24
  • IL RA
    APPROVED
    Since 2024-04-23
  • IA RA
    APPROVED
    Since 2024-04-19
  • IN RA
    APPROVED
    Since 2024-01-24

Branch Locations

2005 Hart Street, Dyer, IN 46311 • United States

225 East Main Street, Morrison, IL 61270 • United States

Disclosures

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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gineris Wealth Management Dyer IN 01/2019 03/2020
North Central College Naperville IL 09/2016 05/2020
Modern Woodmen Of America Rock Island IL 07/2020 07/2023
Esp Baseball & Softball Oswego IL 08/2019 04/2020
Aurora Thunder Travel Baseball Aurora IL 09/2018 07/2019
The City Rebar Morrison IL 06/2014 09/2017
Mwa Financial Services Inc Rock Island IL 11/2021 07/2023
Woodbury Financial Services Inc Morrison IL 07/2023 01/2024
Gineris Wealth Management Dyer IN 09/2023 Present
Osaic Wealth Inc Morrison IL 01/2024 Present
  • 01/2019 → 03/2020
    Dyer, IN
  • 09/2016 → 05/2020
    North Central College
    Naperville, IL
  • 07/2020 → 07/2023
    Modern Woodmen Of America
    Rock Island, IL
  • 08/2019 → 04/2020
    Esp Baseball & Softball
    Oswego, IL
  • 09/2018 → 07/2019
    Aurora Thunder Travel Baseball
    Aurora, IL
  • 06/2014 → 09/2017
    The City Rebar
    Morrison, IL
  • 11/2021 → 07/2023
    Mwa Financial Services Inc
    Rock Island, IL
  • 07/2023 → 01/2024
    Woodbury Financial Services Inc
    Morrison, IL
  • 09/2023 → Present
    Dyer, IN
  • 01/2024 → Present
    Osaic Wealth Inc
    Morrison, IL
Other Businesses

1.GINERIS WEALTH MANAGEMENT POSITION: Financial Planner NATURE: The sale of outside fixed insurance products both life insurance and annuities. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 09/22/2023 ADDRESS: 225 E Main St, Morrison IL 61270, United States DESCRIPTION: I will be selling life insurance and annuity products as part of my financial planning services. 2. GINERIS WEALTH MANAGEMENT POSITION: Investment Advisor Representative NATURE: Independent registered investment advisory firm. LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/30/2023 ADDRESS: 225 E Main St, Morrison IL 61270, United States DESCRIPTION: Part of an independent RIA. This will contribute to my work and will be coinciding as my work as a registered representative.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-27
S63 Uniform Securities Agent State Law Examination 2022-07-27
  • S65 Uniform Investment Adviser Law Examination
    2023-11-27
  • S63 Uniform Securities Agent State Law Examination
    2022-07-27
Other Names
  • Ben Reid Tegeler

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