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Amy Marie Jansen

Osaic Wealth, Inc.

Algona, IA

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2020-04-02
  • IA RA
    APPROVED
    Since 2020-04-02

Branch Locations

111 E Call Street, Algona, IA 50511 • 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
Central Financial Group Algona IA 06/2009 Present
Ameritas Investment Corp Lincoln NE 11/2009 01/2017
Sii Algona IA 01/2017 11/2018
Royal Alliance Associates, Inc. Algona IA 11/2018 Present
  • 06/2009 → Present
    Central Financial Group
    Algona, IA
  • 11/2009 → 01/2017
    Ameritas Investment Corp
    Lincoln, NE
  • 01/2017 → 11/2018
    Sii
    Algona, IA
  • 11/2018 → Present
    Royal Alliance Associates, Inc.
    Algona, IA
Other Businesses

1. CENTRAL FINANCIAL GROUP POSITION: Registered Assistant NATURE: Agency - Sells fixed insurance products, health, disability through agents. INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 05/01/2009; ADDRESS: 111 E Call St, Algona IA 50511, United States; DESCRIPTION: Assist agents/advisers with preparing for meetings and completing/processing paperwork. 2. CENTRAL FINANCIAL GROUP POSITION: Registered Assistant/Supervising Principal NATURE: LLC & Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/01/2009 ADDRESS: 111 E Call St, Algona IA 50511, United States DESCRIPTION: Assist agents/advisers with preparing for meetings and completing/processing paperwork. Perform the FLS duties for our firm. 3) RENTAL PROPERTY - BANCROFT POSITION: Silent Partner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 201 S. Summit St., Bancroft IA 50517, United States DESCRIPTION: My husband is 50% owner of this LLC so I will monetarily benefit from the rents received.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-07-19
S63 Uniform Securities Agent State Law Examination 2010-04-01
  • S65 Uniform Investment Adviser Law Examination
    2017-07-19
  • S63 Uniform Securities Agent State Law Examination
    2010-04-01
Other Names
  • Amy Marie Palmer
  • Amy Marie Algie

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