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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-08-26 |
| OR | RA | APPROVED | 2024-08-24 |
Branch Locations
19785 Village Office Court Suite 101, Bend, OR 97702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc | Salem | OR | 01/2009 | 10/2020 |
| Planmember Securities Corporation | Carpinteria | CA | 10/2020 | Present |
| United Financial Nw | Bend | OR | 10/2020 | Present |
| Regan Ertle Financial | Bend | OR | 10/2020 | Present |
| Osaic | Bend | OR | 08/2024 | Present |
REGAN ERTLE FINANCIAL POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 19785 Village Office Ct, ste 101, Bend OR 97702, United States DESCRIPTION: Insurance sales of Term Insurance and Fixed Annuities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-02 |
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