Gregory Wayne Boehne

Current Employers

Employment History

• 10/2002 → Present
  Aig American General Life Insurance Company
  Rogersville, MO
• 01/2009 → 09/2023
  Sagepoint Financial, Inc
  Rogersville, MO
• 04/2023 → Present
  Precision Retirement Group, Inc.
  Chippewa Falls, WI
• 09/2023 → Present
  Osaic Wealth, Inc.
  Rogersville, MO

Previous Registrations

• 2008-10-31 → 2023-09-01
  Osaic Services, Inc.
  Rogersville, MO
• 2007-07-18 → 2008-10-31
  American General Securities Incorporated
  Rogersville, MO
• 1999-03-05 → 2004-12-31
  Heartland Financial Advisors Group, Inc.
  Rogersville, MO

Other Businesses

1) ADVISOR FIN'L LLC YES;4940 S FARM RD 189 STE 400, ROGERSVILLE,MO 65742;COR; MARKETING CONSULTANT 9/01; SEC TRD HRS 5; MRKING SERVICE OF ADVISOR FUNDING TO THE PUBLIC. 2) BOEHNE FIN'L GROUP; YES;4940 S FARM RD 189 STE 500A,ROGERSVILLE,MO 65742; INS/CORP;OWNER/AGT;10/1996;SEC TRDNG HRS 7;HELPING CLIENTS W/PURCHASING FIXED LIFE INS. PRODUCTS. 3) ADVISOR ASSURANCE LLC; NO;4940 S FARM RD 189 STE 500A,ROGERSVILLE,MO 65742;LLC OWNER;8/11/10;5 HRS/MO;5 HRS DT;OVERSITE OF P&C CO. 4) NOTARY PUBLIC;NO;SERVICE OFFERED FREE TO CLIENTS;NOTARY; 03/28/11;0 HRS;DO NOT TELL CLIENTS UNLESS ARE PROCESSING PPWK RELATED TO INS. NEEDS A NOTARY. 5) SUCCESSOR TTEE OF TERRY & DIANE REID'S REV LIV TRUST DTD 11-18-05:YES;#OF HRS:0SEC TRADING HRS:0 STARTED:10/30/15:2250 W.PEBBLE CRK DR, NIXA MO 65714:will BE THE TTEE OF REID'S TRUST AT THE 2ND DEATH.UNTIL THEN NO DUTIES. APPROVED BY THE EXECUTIVE CMTE TERRY & DIANE ARENT RELATED. 6) TTEE OF THE TERRY & DIANE REID MAP TRUST.YES # OF HRS:1 SEC TRDG HRS:0 12/21/15; ssy: ROGERSVILLE MO 65742:WILL SIGN DOCUMENTS, AT DIRECTION OF THE REIDS ATTY, ON BEHALF OF THE REID'S-IRREVOCABLE TRST. 7) TTEE OF THE RAYMA LEE MCGEE MAP TRUST DTD 6/20/17:TTEE OF MOTHER'S MAP TRST.YES; # OF HRS: 1 SEC TRADG HRS: 0 STD: 6/20/17;4940 S.FARM RD.189 STE 500A,ROGERSVILLE MO 65742: TTEE OF MOTHER'S TRST.SIGN DOCUMENTS 8) BOEHNE FINANCIAL GROUP, INC.OWNER:STATE REGISTERED CORP EST FOR MANAGING BIZ EXPENSES/COMMISSIONS:NO; # OF HRS:40 SEC TRDG HRS: 40 STARTED:10/1/96 4940 S.FARM RD.189STE.500A,ROGERSVILLE MO 65742;RUNNING BFG STATE REGISTERED CORP 9) MISSOURI 100; MEMBER; ADVISE & ASSIST PRES IN PROMOTING CRITICAL ROLE OF THE UOFMO SYS IN STATE'S FUTURE & REPUTATION. ITS DEDICATED MEMBERS STRONG ADVOCATES FOR PUBLIC POLICIES & PROGRAMS THAT PROMOTE THE UNI'S GOALS OF EXCELLENCE IN TEACHING, WORLD-CLASS RESEARCH, SERVICE to CITIZENS, & STIMULATION OF AN ENTREPRENEURIAL ECONOMY. INVEST: NO; #OF HRS:1 SEC TRADING HRS:0STARTED:11/1/18; 321 UNI HALL,COLUMBIA MO 65211: MEMBERS ATTEND MEETINGS 2X YEARLY RECEIVE UPDATES ON THE UOFMO SYSTEM 10) LANDORD POSITION: landlord NATURE: Collect rent/reimbursement . INVESTMENT RELATED: Yes # OF HRS:1 SECURITIES TRADING HRS:1 START DATE:1/1/21 ADDY: Rogersville MO 65742: Collect rent/reimbursement checks 11) UNI OF MO FLAGSHIP COUNCIL POS: Board MBR NATURE: Advocates for the Univ of Mo. INVESTMENT RELATED: No # OF HRS:1 SECURITIES TRADING HOURS: 0 START DATE: 6/14/21 ADDY: Columbia MO 65201;member of org COUNCIL FOR AGRICULTURAL RESEARCH, EXTENSION&TEACHING(CARET)POS: delegate representing the Univ of MO NATURE:NPO INVESTMENT RELATED: No # OF HRS: 1 SECURITIES TRADING HRS: 1 START DATE:1/1/23 ADDY:1220 L St NW Ste 1000 Washington DC 20005: The Council is a national grassroots org of volunteers seeks to enhance national support of the land-grant uni system's food & agricultural research, extension, teaching programs 12) PRECISION RETIREMENT GROUP, INC. POSITION: consultant NATURE: establish Medical Trusts(HRA's)&special pay plans for retiree's. Plans funded w/employer dollars only. Will nvr handle funds held in trust. Job is to introduce school HR depts to PRG to explain the benefits of HRA's and Special pay plans. INVESTMENT RELATED: No # OF HRS: 2 SECURITIES TRADING HRS: 2 START DATE: 4/18/23 ADDY: Chippewa Falls WI 54729 DESCRIP: Intro to SD business for officials to learn of the svcs offered by PRG 13) COUNCIL FOR AGRICULTURAL RESEARCH, EXTENSION, AND TEACHING (CARET) POSITION: delegate representing the University of Missouri NATURE: not for profit INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 1/1/23 ADDY: Washington, DC 20005 DESCRIPTION: Council for Agricultural Research, Extension, and Teaching org of volunteers

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-07-17
• S63 Uniform Securities Agent State Law Examination
  1993-11-12