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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-10 |
| IA | RA | APPROVED | 2018-11-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Decisions Group | Waterloo | IA | 07/2013 | Present |
| Signator Investors, Inc. | Waterloo | IA | 05/2016 | 11/2018 |
| Osaic Wealth, Inc. | Waterloo | IA | 11/2018 | Present |
1. FINANCIAL DECISIONS GROUP - SECURITIES DBA POSITION: Investment Adviser Representative NATURE: DBA Name / Marketing Name INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/01/2013 ADDRESS: 3013 Greyhound Dr., Waterloo IA 50701, United States DESCRIPTION: Advising clients, research, and building financial plans 2. FINANCIAL DECISIONS GROUP - FIXED INSURANCE POSITION: Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/01/2013 ADDRESS: 3013 Greyhound Dr., Waterloo IA 50701, United States DESCRIPTION: Life insurance, fixed annuity, and long term care sales 3. FELCHLE FINANCIAL SERVICES, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 06/14/2021 ADDRESS: 3013 Greyhound Dr, Waterloo IA 50701, United States DESCRIPTION: pass through entity established for bookkeeping, income, taxes and expenses
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-27 |
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