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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-06 |
| CA | RA | APPROVED | 2024-01-19 |
| NM | RA | APPROVED | 2024-01-19 |
| ND | RA | APPROVED | 2024-01-19 |
Branch Locations
711 Riverwood Drive Suite 3, Bismarck, ND 58504 • United States
121 South 5Th Street, Bismarck, ND 58504 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services, Inc | Woodbury | MN | 06/2005 | 01/2024 |
| Wagner Financial Services | Bismarck | ND | 05/2007 | Present |
| Osaic Wealth, Inc. | Bismarck | ND | 01/2024 | Present |
1)WAGNER FINANCIAL SERVICES; INVT REL; 121 S 5TH ST BISMARCK ND; SELL UNIVERSAL LIFE AND TERM INSURANCE AS WELL AS FIXED PRODUCTS; INV ADVISOR; START 06/01/2007; 40HRS/MO; 40HRS/MO DURING TRADING; AGENT FOR INSURANCE AND/OR FIXED PRODUCTS. 2) BRANDON WAGNER POSITION: Owner NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2007 ADDRESS: 711 Riverwood Dr Suite 3, Bismarck ND 58504-8842, United States DESCRIPTION: offer certain fixed and insurance products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-23 |
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