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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-01-19 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valmark Securities, Inc. | Akron | OH | 05/2003 | 07/2017 |
| Valmark Advisors | Akron | OH | 05/2003 | 07/2017 |
| Kowalik & Associates, Llc | Saulk Rapids | MN | 05/2003 | 07/2017 |
| Questar Capital | Minneapolis | MN | 07/2017 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 07/2017 | 03/2019 |
| Woodbury Financial Services, Inc. | Sauk Rapids | MN | 03/2019 | Present |
| Woodbury Financial Services, Inc. | Sauk Rapids | MN | 03/2019 | 01/2024 |
| Osaic Wealth, Inc. | Sauk Rapids | MN | 01/2024 | Present |
1) KOWALIK & ASSOCIATES. POSITION: Insurance Agent. NATURE: Insurance sales. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/04/1991 ADDRESS: 1621 4th Avenue N, Sauk Rapids MN 56379, United States DESCRIPTION: Insurance sales and services to meet their protection needs. 2) NAOMI KOWALIK, ATTORNEY AT LAW. POSITION: Owner. NATURE: Legal practice. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/04/1991 ADDRESS: 1621 4TH AVE N, SAUK RAPIDS MN 56379, United States DESCRIPTION: Drafting documents & wills and estate planning.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 1991-04-18 |
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