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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-05-13 |
Branch Locations
4840 North River Blvd. Ne Suite 100, Cedar Rapids, IA 52411 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Perfect Game U.S.A | Cedar Rapids | IA | 01/2013 | 02/2022 |
| Collective Data | Cedar Rapids | IA | 02/2022 | 02/2023 |
| Strellner Financial Group | Cedar Rapids | IA | 02/2023 | Present |
| Osaic Wealth, Inc. | Cedar Rapids | IA | 01/2024 | Present |
1. STRELLNER FINANCIAL GROUP POSITION: Insurance Salesman NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/20/2024 ADDRESS: 4840 N. River Blvd., NE, Cedar Rapids IA 52411, United States DESCRIPTION: Write Life Insurance, Policies, Service-related issues. 2. WEALTH STRATEGIES (THIS IS THE CORRECT NAME) POSITION: Registered Admin Asst. NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 05/20/2024 ADDRESS: 4840 N. River Blvd., NE, Cedar Rapids IA 52411, United States DESCRIPTION: Scanning, Trading, Client Meetings, Note taking, paperwork processing, paperwork generation, Money guide pro (inputting analysis).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-10 |
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