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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 | 2025-01-29 |
| IA | RA | APPROVED | 2018-11-02 |
Branch Locations
4840 N. River Boulevard Ne Suite 200, Cedar Rapids, IA 52411-6637 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Anderson Financial Services, Inc. | Cedar Rapids | IA | 01/1995 | Present |
| Signator Investors, Inc. | Cedar Rapids | IA | 05/2016 | 11/2018 |
| Osaic Wealth, Inc. | Cedar Rapids | IA | 11/2018 | Present |
1)ANDERLINGER LLC POSITION: Member NATURE: Lake Home for personal use INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 12/07/2018 ADDRESS: 12A83 Roosevelt Lane, 4840 N River Blvd NE, Apple River IL 61001, United States DESCRIPTION: Own and maintain a vacation home 2)ANDERSON FINANCIAL SERVICES, INC. POSITION: President NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 150 START DATE: 01/01/1995 ADDRESS: 4840 N River Blvd NE, Suite 200, Cedar Rapids IA 52411, United States DESCRIPTION: Business entity used for securities and advisory sales and solicitation. 3)ANDERSON FINANCIAL SERVICES, INC. - FIXED INSURANCE POSITION: Agent NATURE: Fixed annuity and insurance sales and service INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 06/01/1989 ADDRESS: 4840 N River Blvd NE, Cedar Rapids IA 52411, United States DESCRIPTION: Evaluate insurance needs and take application for coverage. Service existing polices. Present fixed annuity options. Take application for fixed annuities and service existing policies. 4)FORTUNAIRE FOUNDATION BOARD MEMBER POSITION: Board Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/04/2020 ADDRESS: 4840 North River Blvd. NE, Suite 100, Cedar Rapids IA 52411, United States DESCRIPTION: Board member. Approve distributions to worthy causes.Encourage Fortunaire members to make charitable contributions to the foundation. 5) STRELLNER FINANCIAL GROUP POSITION: Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 08/01/1995 ADDRESS: 4840 North Blvd. NE, Suite 100, Cedar Rapids IA 52411, United States DESCRIPTION: Broker Life Insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-08 |
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