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Timothy Dale Elzinga

Osaic Wealth, Inc.

Grandville, MI

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-06-14
  • MI RA
    APPROVED
    Since 2024-06-14

Branch Locations

2905 Wilson Ave Ste 200C, Grandville, MI 49418 • 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
Securities America, Inc. Grandville MI 11/2014 06/2024
Securities America Advisors, Inc. Grandville MI 11/2014 06/2024
Osaic Wealth, Inc. Grandville MI 06/2024 Present
Osaic Wealth, Inc. Grandville MI 06/2024 Present
  • 11/2014 → 06/2024
    Securities America, Inc.
    Grandville, MI
  • 11/2014 → 06/2024
    Securities America Advisors, Inc.
    Grandville, MI
  • 06/2024 → Present
    Grandville, MI
  • 06/2024 → Present
    Grandville, MI
Previous Registrations
  • 2014-11-14 → 2024-06-14
    Securities America Advisors, Inc.
    Grand Rapids, MI
    Grandville, MI
  • 2010-01-22 → 2014-11-14
    Sunset Financial Services, Inc.
    Grand Rapids, MI
    Kansas City, MO
  • 2005-02-17 → 2007-06-13
    Grandville, MI
    Wyoming, MI
    Grandville, MI
    Grandville, MI
Other Businesses

1. MASTERS FINANCIAL GROUP OF MICHIGAN/AGENT - DBA 2. INVESTMENT ADVISORY COMMITTEE OF THE REFORMED CHURCH IN AMERICA (RCA) POSITION: Committee Member NATURE: It is a 5+ member Investment Oversight Committee serving my church denomination. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2020 ADDRESS: 4500 60th ST SE, Grand Rapids MI 49512 DESCRIPTION: Work with fellow committee members semiannually to review fixed income investments held in Operating Reserve Funds and equity and fixed income investments held in Endowment Funds. The committee also reviews the investments held in Retirement Funds for Ministers and denominational employees. 3. TD ELZINGA LLC POSITION: Single Member NATURE: TD Elzinga LLC is a Limited Liability Corporation. Income earned from previously disclosed and approved Master's Financial Group fixed insurance sales activity is paid. OSAIC Wealth generated income, while initially directly paid to a personal bank account, is then under advice from my legal counsel transferred to a bank account under TD Elzinga LLC ownership. Business related costs are than paid from TD Elzinga LLC for liability reasons. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2007 ADDRESS: 2905 Wilson Ave SW, Suite 200C, Grandville MI 49418, United States DESCRIPTION: Described above. A single member LLC under which business income and expenses are processed. 4. MASTER'S FINANCIAL GROUP POSITION: Self Employed Salesman NATURE: Life Insurance sales. INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 06/07/2007 ADDRESS: 2905 Wilson Ave SW, Suite 200C, Grandville MI 49418 DESCRIPTION: Life insurance and fixed annuity sales and service.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-05-11
S63 Uniform Securities Agent State Law Examination 1990-10-08
  • S65 Uniform Investment Adviser Law Examination
    1992-05-11
  • S63 Uniform Securities Agent State Law Examination
    1990-10-08
Designations

View on SEC IAPD

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