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Michael Edward Menning

Osaic Wealth, Inc.

Dublin, OH

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-03-16
TX RA APPROVED 2024-05-16
AL RA APPROVED 2023-09-01
GA RA APPROVED 2023-09-01
IN RA APPROVED 2023-09-01
IA RA APPROVED 2023-09-01
MD RA APPROVED 2023-09-01
NC RA APPROVED 2023-09-01
OH RA APPROVED 2023-09-01
WV RA APPROVED 2023-09-01
  • NY RA
    APPROVED
    Since 2026-03-16
  • TX RA
    APPROVED
    Since 2024-05-16
  • AL RA
    APPROVED
    Since 2023-09-01
  • GA RA
    APPROVED
    Since 2023-09-01
  • IN RA
    APPROVED
    Since 2023-09-01
  • IA RA
    APPROVED
    Since 2023-09-01
  • MD RA
    APPROVED
    Since 2023-09-01
  • NC RA
    APPROVED
    Since 2023-09-01
  • OH RA
    APPROVED
    Since 2023-09-01
  • WV RA
    APPROVED
    Since 2023-09-01

Branch Locations

7269 Sawmill Rd Suite 100, Dublin, OH 43016 • 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
Sagepoint Financial Dublin OH 10/2013 09/2023
Producers Group Dublin OH 03/2013 Present
Osaic Wealth, Inc. Dublin OH 09/2023 Present
  • 10/2013 → 09/2023
    Sagepoint Financial
    Dublin, OH
  • 03/2013 → Present
    Producers Group
    Dublin, OH
  • 09/2023 → Present
    Dublin, OH
Previous Registrations
  • 2013-10-30 → 2023-09-01
    Osaic Services, Inc.
    Dublin, OH
    Scottsdale, AZ
  • 1999-09-19 → 2013-10-31
    New England Securities
    Westerville, OH
    Upper Sandusky, OH
    Upper Sandusky, OH
    Carey, OH
    Harpster, OH
    Marion, OH
    Marion, OH
    Marion, OH
    Richwood, OH
    Findlay, OH
    Findlay, OH
    Findlay, OH
    Dublin, OH
Other Businesses

1. PRODUCERS GROUP POSITION: PRODUCER NATURE: INSURANCE SALES INVESTMENT RELATED: YES NUMBER OF HOURS: 12 INVESTMENT RELATED HOURS: 8 START DATE: 03/01/2013 ADDRESS: 7269 SAWMILL RD, SUITE 100, DUBLIN OH 43016 DESCRIPTION: SALES AND CONSULTING 2. CORPORATE INVESTMENT ADVISORY POSITION: IAR NATURE: INVESTMENT ADVISORY INVESTMENT RELATED: YES NUMBER OF HOURS: 40 INVESTMENT RELATED HOURS: 30 START DATE: 10/28/2013 ADDRESS: 2800 NORTH CENTRAL AVE, 2100, PHOENIX AZ 85004 DESCRIPTION: SALES 3. EMERALD FINANCIAL ADVISORS POSITION: Partner NATURE: Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/01/2013 ADDRESS: 7269 Sawmill Rd, Suite 100, Dublin OH 43016 DESCRIPTION: Our regular DBA, but we also have insurance sales marketed under this name 4. LINDY INFANTE FOUNDATION POSITION: Board Member NATURE: Foundation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018 ADDRESS: 6940 Macneil Dr, Dublin OH 43017, United States DESCRIPTION: The foundation provides scholarships (financial support) to underprivileged children that cannot afford the pay to play fees for athletics for both school sponsored and club sports. 5. MICHAEL E MENNING LLC POSITION: Member NATURE: LLC for payroll and taxes INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: 7269 Sawmill Road, Suite 100, Dublin OH 43016, United States DESCRIPTION: LLC for payroll and taxes 6. LABRADOR BROKERAGE AGENCY LLC, DBA MID OHIO BENEFITS GROUP POSITION: Co-owner NATURE: Health Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 6 START DATE: 01/01/2001 ADDRESS: 7269 Sawmill Rd, Suite 100, Dublin OH 43016, United States DESCRIPTION: sales

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-08-19
  • S63 Uniform Securities Agent State Law Examination
    1993-08-19
Designations

View on SEC IAPD

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