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Steven Wayne Stremick

Osaic Wealth, Inc.

Fargo, ND

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
ND RA APPROVED 2023-09-01
  • ND RA
    APPROVED
    Since 2023-09-01

Branch Locations

3168 41St St S Suite 4, Fargo, ND 58104 • United States

Disclosures

2 disclosure categories 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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Select Financial Services, Ltd Fargo ND 09/1998 Present
American General Securities Incorporated Fargo ND 06/1999 Present
Sagepoint Financial, Inc. Phoenix AZ 01/2009 09/2023
Osaic Wealth, Inc. Fargo ND 09/2023 Present
  • 09/1998 → Present
    Select Financial Services, Ltd
    Fargo, ND
  • 06/1999 → Present
    American General Securities Incorporated
    Fargo, ND
  • 01/2009 → 09/2023
    Sagepoint Financial, Inc.
    Phoenix, AZ
  • 09/2023 → Present
    Fargo, ND
Previous Registrations
  • 2008-10-31 → 2023-09-01
    Osaic Services, Inc.
    Fargo, ND
  • 1999-07-07 → 2008-10-31
    American General Securities Incorporated
    Fargo, ND
Other Businesses

1. MAXX MEDIA GROUP, LLC POSITION: NON NATURE: LLC INVESTMENT RELATED: NO NUMBER OF HOURS: 0 INVESTMENT RELATED HOURS: 0 START DATE: 11/02/2014 ADDRESS: 9532 STATE ROAD, UNIT B, PHILADELPHIA PA 19114 DESCRIPTION: I DO NOTHING. I AM NOT INVOLVED THE MANGEMENT OR DAY TO DAY OPERATIONS OF THE COMPANY. 2. SWISH PROPERTIES, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 09/08/2015 ADDRESS: 1155 13th Ave s, Fargo ND 58103 DESCRIPTION: Rent properties and collect rent 3. STREMICK AND JOHNSON POSITION: Managing Partner NATURE: Partnership INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/21/2010 ADDRESS: 1155 13th Ave South, Fargo ND 58103, United States DESCRIPTION: Own and operate farming and ranching operations throughout the US and Canada as well as purchase and disposal of farm and ranch land and mineral leases 4. SELECT FINANCIAL SERVICES, LTD POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/21/2010 ADDRESS: 1155 13th Ave South, Fargo ND 58103, United States DESCRIPTION: Insurance services of all types 5. FIVE STAR POSITION: Partner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2003 ADDRESS: DESCRIPTION: Owner's duties 6. NORTH DAKOTA EDUCATIONAL SEMINARS POSITION: Partner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2003 ADDRESS: 1155 13th Ave South, Fargo ND 58103, United States DESCRIPTION: Teach educational financial seminars for North Dakota State University 7. STEVIN STREMICK POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2003 ADDRESS: 1155 13th Ave South, Fargo ND 58103, United States DESCRIPTION: I analyze pro forma analysis to determine optimal cash flow, assist with manufacturing processes and methodologies.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-07-17
S63 Uniform Securities Agent State Law Examination 1996-06-05
  • S65 Uniform Investment Adviser Law Examination
    1996-07-17
  • S63 Uniform Securities Agent State Law Examination
    1996-06-05
Other Names
  • Jedi Stremich

View on SEC IAPD

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