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Joshua Richard Sirek

Osaic Wealth, Inc.

Rochester, MN

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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 2026-08-07
CO RA APPROVED 2025-11-04
  • MN RA
    APPROVED
    Since 2026-08-07
  • CO RA
    APPROVED
    Since 2025-11-04

Branch Locations

2770 Commerce Drive Nw, Rochester, MN 55901 • 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
Town & Country Insurance Agency Pierce NE 01/2007 Present
Signator Investors, Inc. Pierce NE 05/2016 11/2018
Osaic Wealth, Inc. Pierce NE 11/2018 Present
  • 01/2007 → Present
    Town & Country Insurance Agency
    Pierce, NE
  • 05/2016 → 11/2018
    Signator Investors, Inc.
    Pierce, NE
  • 11/2018 → Present
    Pierce, NE
Previous Registrations
Other Businesses

1) PIERCE COUNTY ECONOMIC DEVELOPMENT POSITION: President NATURE: Non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/01/2012 ADDRESS: 111 W. Court St., Pierce NE 68769, United States DESCRIPTION: I run the meetings and help make the decisions to make us a successful entity that helps current and potential new business in Pierce County. 2) TOWN & COUNTRY WEALTH MANAGEMENT, LLC - FIXED INSURANCE POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/10/2017 ADDRESS: 210 E Main St, Ste 1, Pierce NE 68767, United States DESCRIPTION: SALES/MARKETING OF FIXED ANNUITIES AND NON-VARIABLE INSURANCE 3) TOWN & COUNTRY WEALTH MANAGEMENT, LLC POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/10/2017 ADDRESS: 210 E Main St Ste 1, P.O. Box 159, Pierce NE 68767, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products. 4) CARLSON FINANCIAL GROUP, INC. POSITION: Agent/Registered Rep NATURE: Marketing Group INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2013 ADDRESS: 717 S. Willow St., P.O. Box 969, North Platte NE 69101, United States DESCRIPTION: Marketing only

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-05-10
  • S66 Uniform Combined State Law Examination
    2005-05-10

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