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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2024-11-19 |
| CA | RA | APPROVED | 2023-09-01 |
| MN | RA | APPROVED | 2023-09-01 |
| TX | RA | APPROVED_RES | 2023-09-01 |
Branch Locations
524 S 6Th Street, Brainerd, MN 56401 • United States
3168 41St St S Suite 4, Fargo, ND 58104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc. | Phoenix | AZ | 01/2009 | 09/2023 |
| Osaic Wealth, Inc. | Baxter | MN | 09/2023 | Present |
1. CENTRAL CHOICE INSURANCE GROUP, INC. POSITION: President NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 04/01/2012 ADDRESS: 7072 Fairview Rd, Baxter, MN 56425, Baxter MN 56425, United States DESCRIPTION: Fixed Insurance sales to clients as needed. 2. THE BRIAN DUANE SEDLACHEK TRUST DATED MARCH 28, 2023 POSITION: Settlor and Trustee NATURE: This is a revocable living trust formed for my estate planning. I am the Settlor and a co-Trustee of this trust. The trust holds my personal assets. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/28/2023 ADDRESS: 11627 Whitetail Ridge Rd, Brainerd MN 56401, United States DESCRIPTION: Invest and manage my personal assets. 3. SEDLACHEK FARM PROPERTIES LLC POSITION: Chief Manager/President, Chief Financial Manager, Secretary NATURE: To own, as a holding entity, agricultural land that I inherited to generate rental income. This LLC will help reduce my personal liability for this agricultural land in the event of an issue. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/03/2022 ADDRESS: 11261 Country Rd 23, Brainerd MN 56401, United States DESCRIPTION: Collect rent on a regular basis. Pay real estate taxes. 4. SEDLACHEK FARM OPERATIONS LLC POSITION: Chief Manager/President, Chief Financial Manager, Secretary NATURE: To manage the active farming of agricultural land that I inherited to generate income. This LLC will help reduce my personal liability for agricultural operations in the event of an issue. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/19/2023 ADDRESS: 11261 Country Rd 23, Brainerd MN 56401, United States DESCRIPTION: Make expenditures for farming and receive payment for crops and other customary farm income on a regular basis. Communicate with the independent contractor who works for the entity. 5. SEDLACHEK PROPERTIES LLC POSITION: Owner/President NATURE: To hold real estate that I purchase as income properties to generate rental income. This LLC will help reduce personal liability with those properties. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/03/2022 ADDRESS: 11627 Whitetail Ridge Rd, Brainerd MN 56401, United States DESCRIPTION: Collect rent on a regular basis. Pay real estate taxes. 6. JULIE ANN SEDLACHEK REV LIVING TRUST DTD 03/28/23 POSITION: Trustee NATURE: Trustee of my wife's revocable trust. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2025 ADDRESS: 11627 Whitetail Ridge Rd, Brainerd MN 56401, United States DESCRIPTION: Trustee 7. CENTRAL CHOICE INSURANCE GROUP, INC. POSITION: President NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 04/01/2012 ADDRESS: 524 S 6th St, Brainerd MN 56401, United States DESCRIPTION: Fixed Insurance sales to clients as needed.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2006-02-09 |
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