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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-02-16 |
| MA | RA | APPROVED | 2023-10-18 |
| FL | RA | APPROVED | 2023-09-01 |
| MN | RA | APPROVED | 2023-09-01 |
| TX | RA | APPROVED_RES | 2023-09-01 |
Branch Locations
10900 Wayzata Boulevard Suite 850, Minnetonka, MN 55305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc. | Duluth | MN | 04/2010 | 09/2023 |
| Osaic Wealth, Inc. | St Louis Park | MN | 09/2023 | Present |
1. JOHN MADSON POSITION: Other - Producer NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 04/05/2010 ADDRESS: 10900 Wayzata Blvd, Suite 850, Minnetonka MN 55305, United States DESCRIPTION: Insurance sales to clients in MN, WI, TX, CO, VA., MA, FL, NC Appointed with the following companies: Genworth Life and Annuity Insurance Co., Genworth Life Insurance Co., Hartford Life and Annuity Insurance Co., Hartford Life Insurance Co., John Hancock Life Insurance Co., Riversource Life Insurance Co., Jackson National, Brighthouse, Nationwide, Protective 2. MESSIAH UNITED METHODIST CHURCH POSITION: Steering Team member - Finance NATURE: Part of the Servant Steering Team for Messiah Methodist Church. Non-Profit. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 17805 County Rd 6, Plymouth MN 55447, United States DESCRIPTION: The Servant Steering Team absorbs all responsibilities of the administrative roles as defined in the United Methodist Book of Discipline (SPRC, Trustees, Administrative Council, Nominations, Finance) including: Approve the Annual Budget, Annual review of the Senior Pastor, Annual review of any appointed clergy staff, in consultation with the Senior Pastor. Approve all land acquisitions, facility construction and significant legal obligations. When a special need exists, the Team can create a task group consisting of a sub-group of the board and/or other church members. This would include the election of new members to the Servant Steering Team, Actively pursue learning opportunities as it relates to large church structure and development.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-24 |
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