Grant Louis Messner

Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
MO	RA	APPROVED	2024-01-19

MO RA
APPROVED

Since 2024-01-19

Branch Locations

3640 Ne Ralph Powell Road, Lee'S Summit, MO 64064 • 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

Organization	City	State	From	To
Martin Tax & Financial Services	Independence	MO	01/2012	Present
Woodbury Financial Services Inc	Independence	MO	10/2019	01/2024
Osaic Wealth, Inc.	Lee'S Summit	MO	01/2024	Present

01/2012 → Present

Martin Tax & Financial Services

Independence, MO
10/2019 → 01/2024

Woodbury Financial Services Inc

Independence, MO
01/2024 → Present

Osaic Wealth, Inc.

Lee'S Summit, MO

Previous Registrations

2020-03-03 → 2024-01-19

Woodbury Financial Services, Inc.

Lee'S Summit, MO

Other Businesses

1. MARTIN TAX & FINANCIAL SERVICES POSITION: Service Dept NATURE: Taxes and Servicing Assistance INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2012 ADDRESS: 3640 NE Ralph Powell Road, Lees Summit MO 64064, United States DESCRIPTION: Assistance with the Firm, and servicing clients

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-02-28

S66 Uniform Combined State Law Examination

2020-02-28

View on SEC IAPD

Current Employers

Osaic Wealth, Inc.

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

Reviews