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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-01-19 |
Branch Locations
27575 Ferry Road Ste 101, Warrenville, IL 60555 • United States
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 |
|---|---|---|---|---|
| Woodbury Financial Services Inc. | Plainfield | IL | 06/2013 | 01/2024 |
| Osaic Wealth, Inc. | Plainfield | IL | 01/2024 | Present |
1. REMLINGER FINANCIAL SERVICES 12909 GRANDE POPLAR CIR PLAINFIELD, IL 60585 GENERAL AGENT SELLING FIXED LIFE INSURANCE AND ANNUITIES; GENERAL AGENT; 10 HOURS/MONTH; 10 HRS/MO; START DATE: 12/1/1990 NON-INVESTMENT RELATED. 2. REMLINGER FINANCIAL GROUP POSITION: General Agent/Agent Investment Adviser Representative NATURE: sole proprietor ship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/01/2021 ADDRESS: 12909 Grande Poplar circle, Plainfield IL 60585, United States DESCRIPTION: sell fixed life insurance and annuities and work with my securities clients. 3. MJ REM INC POSITION: owner of corporation NATURE: my husbans is an independent medicare supplement and advantage plan agent. recently he titled his agency into our Sub S corporation and I am 51% ownership. I intend to get my medicar license early 2022. This is so the corporation could continue to service and receive renewal commissions if my husband died or was disables. We intend for our son to be the licensed agent with in 2 years and he will then be groomed for the med sup side of the busines. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2021 ADDRESS: 12909 Grande Poplar Cir, Plainfield IL 60585, United States DESCRIPTION: i so not engage in the activites of Medicare Supplements,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-16 |
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