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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2026-01-26
  • IA RA
    APPROVED
    Since 2026-01-26

Branch Locations

4840 North River Blvd. Ne Suite 100, Cedar Rapids, IA 52411 • 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
Meadows Golf Club Asbury IA 08/2024 04/2025
Ohnward Bancshares Maquoketa IA 06/2024 08/2024
Unemployed Maquoketa IA 09/2023 06/2024
Carson's Celebration Of Life Maquoketa IA 04/2023 09/2023
Unemployed Maquoketa IA 08/2022 04/2023
Ymca Maquoketa IA 08/2020 08/2022
Unemployed Maquoketa IA 09/2015 08/2022
Osaic Wealth, Inc. Cedar Rapids IA 10/2025 Present
Unemployed Asbury IA 04/2025 10/2025
  • 08/2024 → 04/2025
    Meadows Golf Club
    Asbury, IA
  • 06/2024 → 08/2024
    Ohnward Bancshares
    Maquoketa, IA
  • 09/2023 → 06/2024
    Unemployed
    Maquoketa, IA
  • 04/2023 → 09/2023
    Carson's Celebration Of Life
    Maquoketa, IA
  • 08/2022 → 04/2023
    Unemployed
    Maquoketa, IA
  • 08/2020 → 08/2022
    Ymca
    Maquoketa, IA
  • 09/2015 → 08/2022
    Unemployed
    Maquoketa, IA
  • 10/2025 → Present
    Cedar Rapids, IA
  • 04/2025 → 10/2025
    Unemployed
    Asbury, IA
Other Businesses

STRELLNER FINANCIAL GROUP POSITION: Financial Paraplanner NATURE: S- Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/22/2026 ADDRESS: 4840 N River Blvd, Cedar Rapids IA 52411, United States DESCRIPTION: Create agenda's, run financial reports, open account, shadow and learn from financial advisor (Eric Kaestner).

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-22
  • S66 Uniform Combined State Law Examination
    2026-01-22

View on SEC IAPD

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