Best Investors Account Sign in
Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2024-02-20
  • IA RA
    APPROVED
    Since 2024-02-20

Branch Locations

4840 N. River Boulevard Ne Suite 200, Cedar Rapids, IA 52411-6637 • 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
Hy-Vee Marion IA 04/2017 01/2021
Farmers State Bank Marion IA 05/2020 01/2022
University Of Iowa Iowa City IA 08/2019 05/2023
Anderson Financial Services Cedar Rapids IA 05/2022 Present
Unemployed Marion IA 08/2013 04/2017
Osaic Wealth, Inc. Cedar Rapids IA 08/2023 Present
  • 04/2017 → 01/2021
    Hy-Vee
    Marion, IA
  • 05/2020 → 01/2022
    Farmers State Bank
    Marion, IA
  • 08/2019 → 05/2023
    University Of Iowa
    Iowa City, IA
  • 05/2022 → Present
    Anderson Financial Services
    Cedar Rapids, IA
  • 08/2013 → 04/2017
    Unemployed
    Marion, IA
  • 08/2023 → Present
    Cedar Rapids, IA
Other Businesses

1. Anderson Financial Services. 4840 N River Blvd. Suite 200 Cedar Rapids, IA, 52411. Insurance Agent. Started in May of 2023. About 10 hours per month, all during trading hours. I am able to sell life insurance. 2. ANDERSON FINANCIAL SVCS - FIXED INSURANCE POSITION: Agent NATURE: Fixed Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 02/13/2023 ADDRESS: 4840 North River Blvd NE Suite 200, Cedar Rapids IA 52411, United States DESCRIPTION: Help clients with fixed insurance options. 3. STRELLNER FINANCIAL GROUP - FIXED INSURANCE POSITION: Agent NATURE: Fixed Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 02/13/2023 ADDRESS: 4840 North River Blvd NE Suite 100, Cedar Rapids IA 52411, United States DESCRIPTION: Help clients with fixed insurance options. 4. CFG SALES DESK POSITION: Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 10/16/2023 ADDRESS: 4840 North River Blvd NE Suite 100, Cedar Rapids IA 52411, United States DESCRIPTION: Help advisors run insurance quotes. 5. STRELLNER FINANCIAL GROUP - FIXED INSURANCE POSITION: Agent NATURE: Fixed Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 02/13/2023 ADDRESS: 4840 North River Blvd NE Suite 100, Cedar Rapids IA 52411, United States DESCRIPTION: Help clients with fixed insurance options. 6. ANDERSON FINANCIAL SERVICES POSITION: Registered Assistant NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 05/22/2023 ADDRESS: 4840 N. River Boulevard NE, Suite 200, Cedar Rapids IA 52411, United States DESCRIPTION: Assist Kyle McLaughlin and Sean Rice with business processing, retirement planning on eMoney, and meeting preparation. 7. ANDERSON FINANCIAL SERVICES - DBA POSITION: Financial Advisor NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 125 START DATE: 02/24/2026 ADDRESS: 4840 North River Blvd NE, Suite 200, Cedar Rapids IA 52411, United States DESCRIPTION: Evaluating the goals and needs of clients and recommending securities products when necessary. 8. STRELLNER FINANCIAL GROUP - SECURITIES DBA POSITION: Financial Advisor NATURE: Securities DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 125 START DATE: 02/24/2026 ADDRESS: 4840 North River Blvd NE, Suite 100, Cedar Rapids IA 52411, United States DESCRIPTION: Evaluating the goals and needs of clients and recommending securities products when necessary.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-16
  • S66 Uniform Combined State Law Examination
    2024-02-16
Other Names
  • Peyton Weber

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Cedar Rapids, IA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor