Maggie Mae Guenter

Employer firm

Osaic Advisory Services, LLC CRD 171070

$15.5B regulatory AUM 170 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2019 → 11/2019
  Securities America, Inc.
  Roseville, MN
• 01/2017 → Present
  Jolyn
  Huntington Beach, CA
• 04/2019 → 06/2019
  Midtown Bar & Grill
  St. Cloud, MN
• 05/2015 → Present
  Melalueca
  Idaho Falls, ID
• 08/2014 → 05/2019
  St. Cloud State University
  St. Cloud, MN
• 12/2015 → 08/2018
  Cafe Jules
  Annadale, MN
• 11/2019 → 06/2024
  Securities America, Inc.
  Clearwater, MN
• 01/2021 → 06/2024
  Securities America Advisors
  Clearwater, MN
• 12/2021 → 11/2024
  Arbor Point Advisors
  West Bloomfield, MI
• 06/2024 → Present
  Osaic Wealth, Inc.
  West Bloomfield, MI
• 11/2024 → Present
  Osaic Advisory Services, Llc
  Atlanta, GA

Previous Registrations

• 2021-12-07 → 2024-11-08
  Arbor Point Advisors
  Clearwater, MN
  Roseville, MN
  West Bloomfield, MI
• 2021-01-06 → 2022-03-10
  Securities America Advisors, Inc.
  Roseville, MN
  Clearwater, MN

Other Businesses

1. ADVISOR POINT ADVISORS POSITION: Financial Advisor and Office Administration NATURE: Advisory affiliation with Arbor Point Advisors INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 12/10/2021 ADDRESS: 12325 Port Grace Blvd, La Vista NE 68128 DESCRIPTION: Helping clients invest for retirement and other financial goals both before retirement and in retirement. Individual investments, 401(k)s, annuities, life insurance, Trusts. 2. GCG WEALTH POSITION: Business Manager NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/02/2023 ADDRESS: 717 Green Valley Rd., Ste 100, Greensboro NC 27408, United States DESCRIPTION: Registered Assistant

Exams

• S66 Uniform Combined State Law Examination
  2020-10-29

Other Names

• Maggie Mae Smith