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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2021-11-04 |
Branch Locations
6810 S. Lyncrest Avenue Suite 202, Sioux Falls, SD 57108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Alliance | Sioux Falls | SD | 06/2019 | 06/2021 |
| Augustana University | Sioux Falls | SD | 10/2017 | 09/2021 |
| Subway | Sioux Falls | SD | 11/2013 | 08/2018 |
| Osaic Wealth, Inc. | Sioux Falls | SD | 06/2021 | Present |
1. WIENK FINANCIAL LLC POSITION: Registered Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/12/2019 ADDRESS: 6810 S Lyncrest Ave, Suite 202, Sioux Falls SD 57108, United States DESCRIPTION: Assist adviser with day to day activities such as help prepare for her reviews, answer the phone, follow-ups, uploading documents, scanning documents, updating website, look for emails/sites to send to clients in MyCMO, and sit in on client appointments with the adviser. Also currently Life and Health Insurance licensed with the state of South Dakota.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-25 |
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