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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-01-24 |
| MI | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
Bloomfield Hills, MI • United States
8755 West Higgins Road Suite 200, Chicago, IL 60631 • United States
2000 Town Center Suite 1625, Southfield, MI 48075 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Southfield | MI | 01/2020 | 01/2025 |
| Productive Edge, Llc | Chicago | IL | 10/2014 | 02/2018 |
| Shallcross Financial Planning | Chicago | IL | 02/2018 | 12/2019 |
| Osaic Wealth, Inc. | Southfield | MI | 01/2025 | Present |
1) JARED WEINERMAN 1000 TOWN CENTER 26TH FLOOR SOUTHFIELD, MI 48075 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: SELLING ACCIDENT INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, INDEXED ANNUITIES, LONG-TERM CARE INSURANCE AND TRADITIONAL LIFE INSURANCE. START DATE: 05/21/2020 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 2) JARED WEINERMAN - IMPACT FINANCIAL PLANNING POSITION: Agent NATURE: Selling products outside of Osaic: fixed products, variable products, disability insurance, life insurance, long term care, and annuities. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/21/2020 ADDRESS: 2000 Town Center, Suite 1625, Southfield MI 48075, United States DESCRIPTION: Selling products outside of Osaic: fixed products, variable products, disability insurance, life insurance, long term care, and annuities. 3) IMPACT FINANCIAL PLANNING POSITION: Partnership Manager NATURE: Partnership, LLC (Impact Financial Planning, LLC) INVESTMENT RELATED: Yes NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2024 ADDRESS: 2000 Town Center, Suite 1625, Southfield MI 48075, United States DESCRIPTION: Business activities for running our practice include financial planning, investment advisory, insurance analysis, team management, recordkeeping and document storage, prospecting, and marketing.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-18 |
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