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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 2023-12-04
TX RA APPROVED_RES 2023-12-02
MN RA APPROVED 2023-09-01
ND RA APPROVED 2023-09-01
  • FL RA
    APPROVED
    Since 2023-12-04
  • TX RA
    APPROVED_RES
    Since 2023-12-02
  • MN RA
    APPROVED
    Since 2023-09-01
  • ND RA
    APPROVED
    Since 2023-09-01

Branch Locations

600 Demers Ave Suite 206, Grand Forks, ND 58201 • United States

330 Broadway Avenue South, Cokato, MN 55321 • United States

110 4Th Avenue Ne, Hutchinson, MN 55350 • United States

430 3Rd Street N, Dassel, MN 55325 • 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
Jacob Linder Builders Llc Cokato MN 06/2003 Present
Sagepoint Financial Hutchinson MN 11/2013 09/2023
Osaic Wealth, Inc. Cokato MN 09/2023 Present
  • 06/2003 → Present
    Jacob Linder Builders Llc
    Cokato, MN
  • 11/2013 → 09/2023
    Sagepoint Financial
    Hutchinson, MN
  • 09/2023 → Present
    Cokato, MN
Previous Registrations
  • 2014-02-14 → 2023-09-01
    Osaic Services, Inc.
    Scottsdale, AZ
    Hutchinson, MN
    Cokato, MN
    Hutchinson, MN
    Mesa, AZ
Other Businesses

1. JACOB LINDER RENTALS INV RELATED: YES 6214 COUNTY ROAD 3 SW, COKATO, MN 55321 POSITION: OWNER 11/22/2005 HOURS: 5 SEC HOURS: 5 DESCRIPTION:NAME. I OWN AND MAINTAIN 6 RESIDENTIAL, SINGLE FAMILY RENTAL PROPERTIES IN COKATO, MN. I TAKE CARE OF ANY MAINTENENCE ON THE PROPERTIES, ADVERTISE AND SCREEN APPLICATIONS TO FILL VACANCIES, COLLECT RENT, PAY BILLS AND UTILITIES WHEN APPLICABLE. 2. JACOB LINDER RENTALS INV RELATED: NO 6214 COUNTY ROAD 3 SW, COKATO, MN 55321 POSITION: OWNER/PRESIDENT 06/02/2003 HOURS: 5 SEC HOURS: 5 DESCRIPTION: THIS WAS MY MAIN OCCUPATION BEFORE NOVEMBER 28, 2013. SINCE THAT TIME, BUSINESS IS LIMITED TO PROVIDING MINIMAL CONSTRUCTION AND CONTRACTING SERVICES AND ADVISE TO PREVIOUS CUSTOMERS. NO NEW BUSINESS IS BEING SOLICITED. DUTIES INCLUDE: BASIC CARPENTRY AND HOME MAINTENANCE AND REPAIR, GENERAL CONTRACTING ADVISE AND SUBCONTRACTOR REFERRALS. 3. LINDER INVESTMENTS INC. POSITION: Owner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/01/2020 ADDRESS: 110 4th Ave NE, Hutchinson MN 55350, United States DESCRIPTION: This is a corporation for accounting purposes for our securities income from Sagepoint Financial. This business is not held out to the public. 4. LINDER FINANCIAL RESOURCES POSITION: Owner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/25/2022 ADDRESS: 430 3rd St N, Dassel MN 55325, United States DESCRIPTION: This is our DBA for our securities and insurance business. We changed the name from Five Star Financial Resources to Linder Financial Resources. 5. JLP HOLDINGS LLC POSITION: Owner NATURE: This is a sole proprietorship. I own and manage 6 single family rental properties in Cokato, MN. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/22/2005 ADDRESS: 2090 County Road 4 SW, Cokato MN 565321, United States DESCRIPTION: I own and maintain 6 residential, single family rental properties in Cokato, MN. I take care of any maintenance on the properties, advertise and screen applications to fill vacancies, collect rents, pay bills and utilities when applicable.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-01-06
S63 Uniform Securities Agent State Law Examination 2013-11-30
  • S65 Uniform Investment Adviser Law Examination
    2014-01-06
  • S63 Uniform Securities Agent State Law Examination
    2013-11-30

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