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William Daniel Stoskopf

Osaic Wealth, Inc.

East Lansing, MI

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2018-11-13
MI RA APPROVED 2018-11-02
  • FL RA
    APPROVED
    Since 2018-11-13
  • MI RA
    APPROVED
    Since 2018-11-02

Branch Locations

200 Woodland Pass Suite G, East Lansing, MI 48823 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Signator Investors, Inc. Boston MA 11/1994 11/2018
Royal Alliance Associates, Inc. Lansing MI 11/2018 Present
  • 11/1994 → 11/2018
    Signator Investors, Inc.
    Boston, MA
  • 11/2018 → Present
    Royal Alliance Associates, Inc.
    Lansing, MI
Previous Registrations
  • 2010-09-17 → 2018-11-02
    Signator Investors, Inc.
    Lansing, MI
    Lansing, MI
Other Businesses

1. COMPREHENSIVE FINANCIAL SOLUTIONS, LLC, 200 Woodland Pass, Suite G, East Lansing, MI 48823-2000. EMPLOYEE BENEFITS, OWNER, MANAGING MEMBER, START OF RELATIONSHIP: SEP 18, 2008, APPROXIMATE # OF HOURS PER MONTH: 5. APPROXIMATE # OF HOURS SPENT DURING REGULAR SECURITIES TRADING HOURS: 4...... 2. INSURANCE BROKER: HEALTH AND GROUP BENEFITS, COMPREHENSIVE FINANCIAL SOLUTIONS, LLC, 200 Woodland Pass, Suite G, East Lansing, MI 48823-2000. EMPLOYEE BENEFITS , OWNER, MANAGING MEMBER , START OF RELATIONSHIP: SEP 18, 2008 APPROXIMATE # OF HOURS PER MONTH: 5, APPROXIMATE # OF HOURS SPENT DURING REGULAR SECURITIES TRADING HOURS: 4....... Musician & Music Teacher, Bath MI, start date 11/11/2016, approx 16-32 hrs mo, 0 trading hrs........ 3. COMPREHENSIVE FINANCIAL SOLUTIONS, LLC POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2019 ADDRESS: 200 Woodland Pass, Suite G, East Lansing MI 48823-2000, United States DESCRIPTION: Sales/Marketing of fixed annuities and non variable insurance 4. COMPREHENSIVE FINANCIAL SOLUTIONS, LLC POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2019 ADDRESS: 200 Woodland Pass, Suite G, East Lansing MI 48823-2000, United States DESCRIPTION: Sales/Marketing of securities, investment advisory and insurance products

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-07-12
S63 Uniform Securities Agent State Law Examination 1995-01-19
  • S65 Uniform Investment Adviser Law Examination
    1999-07-12
  • S63 Uniform Securities Agent State Law Examination
    1995-01-19
Designations
Other Names
  • William D Stoskopf

View on SEC IAPD

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