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Marjorie Lynn Larson

Osaic Wealth, Inc.

Rockford, IL

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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 2024-12-16
TX RA APPROVED 2024-12-13
IL RA APPROVED 2024-10-11
MI RA APPROVED 2024-10-11
  • FL RA
    APPROVED
    Since 2024-12-16
  • TX RA
    APPROVED
    Since 2024-12-13
  • IL RA
    APPROVED
    Since 2024-10-11
  • MI RA
    APPROVED
    Since 2024-10-11

Branch Locations

307 Amphitheater Drive, Rockford, IL 61107 • 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
Certified Consulting Services, Inc. Rockford IL 09/1987 Present
American Portfolios Rockford IL 09/2007 10/2024
Osaic Wealth, Inc. Scottsdale AZ 10/2024 Present
  • 09/1987 → Present
    Certified Consulting Services, Inc.
    Rockford, IL
  • 09/2007 → 10/2024
    American Portfolios
    Rockford, IL
  • 10/2024 → Present
    Scottsdale, AZ
Previous Registrations
  • 2007-09-25 → 2024-10-11
    American Portfolios Advisors, Inc
    Holbrook, NY
  • 1998-02-16 → 2020-12-21
    Certified Consulting Services
  • 2005-01-26 → 2007-09-25
    Questar Asset Management, Inc.
    Rockford, IL
  • 1998-02-16 → 2002-12-31
    Certified Consulting Services
    Rockford, IL
Other Businesses

1) CERTIFIED CONSULTING SERVICES POSITION: owner NATURE: S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/01/1990 ADDRESS: 307 Amphitheater, Rockford IL 61107, United States DESCRIPTION: certified consulting services provides financial planning to individual clients . CCS utilized third party money manager approved by Osaic .Compensation is a sharing of management fees. I devote 100% of my time to CCS. 2) MAGLAR POSITION: owner NATURE: Sub Chapter S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/01/1987 ADDRESS: 307 Amphitheater, Rockford IL 61107, United States DESCRIPTION: Working with clients in Financial Services and Financial Planning

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-08-06
S63 Uniform Securities Agent State Law Examination 1981-05-01
  • S65 Uniform Investment Adviser Law Examination
    1998-08-06
  • S63 Uniform Securities Agent State Law Examination
    1981-05-01
Designations
Other Names
  • Marjorie Lynn Jenkin
  • Marjorie Lynn Hoover
  • Marjorie L Hoover
  • Marjorie L Jenkin

View on SEC IAPD

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