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Dale Lavern Yoder

Osaic Wealth, Inc.

Bad Axe, MI

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-11-03
MI RA APPROVED 2023-11-03
OH RA APPROVED 2023-11-03
TX RA APPROVED_RES 2023-11-03
  • FL RA
    APPROVED
    Since 2023-11-03
  • MI RA
    APPROVED
    Since 2023-11-03
  • OH RA
    APPROVED
    Since 2023-11-03
  • TX RA
    APPROVED_RES
    Since 2023-11-03

Branch Locations

1165 North Van Dyke Road, Bad Axe, MI 48413 • 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
Pigeon River Church Pigeon MI 01/1998 Present
Yoder Land Co. Llc Bay Port MI 07/2008 12/2018
Yoder Financial, Inc. Bad Axe MI 09/2008 01/2021
Fsc Securities Corporation Kalamazoo MI 01/2010 11/2023
Osaic Wealth, Inc. Bad Axe MI 11/2023 Present
Lake Huron Financial Bad Axe MI 01/2021 Present
  • 01/1998 → Present
    Pigeon River Church
    Pigeon, MI
  • 07/2008 → 12/2018
    Yoder Land Co. Llc
    Bay Port, MI
  • 09/2008 → 01/2021
    Yoder Financial, Inc.
    Bad Axe, MI
  • 01/2010 → 11/2023
    Fsc Securities Corporation
    Kalamazoo, MI
  • 11/2023 → Present
    Bad Axe, MI
  • 01/2021 → Present
    Lake Huron Financial
    Bad Axe, MI
Previous Registrations
  • 2010-05-28 → 2023-11-03
    Fsc Securities Corporation
    Kalamazoo, MI
    Bad Axe, MI
Other Businesses

1. PATHWAYS FINANCIAL GROUP LLC, YES, 5659 W. MICHIGAN KALAMAZOO, MI 49009, PARTICIPANT, 2/1/2010, 0 HRS/MO, 0 DURING TRADING HRS, NO DUTIES. 2. LAKE HURON FINANCIAL POSITION: owner NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2021 ADDRESS: 1165 N Van Dyke Rd, Bad Axe MI 48413, United States DESCRIPTION: Tax related and Managerial related 3. PIGEON RIVER MENNONITE CHURCH POSITION: Elder NATURE: Church INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 7120 Geiger Rd, Pigeon MI 48755, United States DESCRIPTION: To provide guidance for church operations and programs. To review personnel job performance and church policy and to provide vison for the future. 4. DALE & PHYLLIS YODER RLT POSITION: Trustee NATURE: Trust INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/05/2025 ADDRESS: 569 S Bay Port Rd, Bay Port MI 48720, United States DESCRIPTION: Collect rent from real estate rental property (Farm land and office space)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-04-28
S63 Uniform Securities Agent State Law Examination 2006-04-12
  • S66 Uniform Combined State Law Examination
    2010-04-28
  • S63 Uniform Securities Agent State Law Examination
    2006-04-12

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