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Steven Paul Hagemann

Osaic Wealth, Inc.

Dallas, TX

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-06-14
  • TX RA
    APPROVED
    Since 2024-06-14

Branch Locations

15770 N Dallas Parkway Suite 650, Dallas, TX 75248 • 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
Securities America, Inc Dallas TX 07/2003 06/2024
Securities America Advisors, Inc. Dallas TX 07/2003 06/2024
Navigation Financial Group Dallas TX 07/1975 Present
Steven P. Hagemann Dallas TX 07/2005 Present
Osaic Wealth, Inc. Dallas TX 06/2024 Present
Osaic Wealth, Inc. Dallas TX 06/2024 Present
  • 07/2003 → 06/2024
    Securities America, Inc
    Dallas, TX
  • 07/2003 → 06/2024
    Securities America Advisors, Inc.
    Dallas, TX
  • 07/1975 → Present
    Navigation Financial Group
    Dallas, TX
  • 07/2005 → Present
    Steven P. Hagemann
    Dallas, TX
  • 06/2024 → Present
    Dallas, TX
  • 06/2024 → Present
    Dallas, TX
Previous Registrations
  • 2003-07-23 → 2024-06-14
    Securities America Advisors, Inc.
    Dallas, TX
  • 1998-09-24 → 2003-08-07
    Veravest Investment Advisors, Inc.
    Dallas, TX
Other Businesses

1. STEVEN P HAGEMANN POSITION: Selling Insurance NATURE: NAVIGATION FINANCIAL ADVISORS, INC - INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 07/1975 - LOCATED AT 15770 DALLAS PKWY STE 650, DALLAS TX 75248-3307 - 35% TIME SPENT INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 07/01/1975 ADDRESS: 6636 Castle Pines Drive, Plano TX 75093 DESCRIPTION: Sell insurance 2. STEVEN P HAGEMANN POSITION: Broker NATURE: SECURITIES AMERICA ADVISORS, INC. - Investment Advisory - INVESTMENT ADVISOR REPRESENTATIVE - Investment Related - Start Date: 07/2003 - Located at 15770 DALLAS PKWY STE 650, DALLAS TX 75248-3307 INVESTMENT RELATED: Yes NUMBER OF HOURS: null SECURITIES TRADING HOURS: null START DATE: 07/01/2003 ADDRESS: 15770 North Dallas Parkway, Suite 650, Dallas SC 75248 DESCRIPTION: Sell stock and bond investments 3. HAGEMAN FAMILY LIMITED PARTNERSHIP POSITION: Buy interests in real estate NATURE: HAGEMANN FAMILY PARTNERSHIP - REAL ESTATE - PARTNER - 1% TIME SPENT INVESTMENT RELATED: Yes NUMBER OF HOURS: null SECURITIES TRADING HOURS: null START DATE: 08/05/2009 ADDRESS: 6636 Castle Pines Drive, Plano TX 75093 DESCRIPTION: Purchase of interest in LLC and LTD in real estate property. 4. REMODELING OF RENTAL PROPERTY POSITION: Paying for remodeling and house. NATURE: Remodeling homes INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 12/21/2021 ADDRESS: 5455 Glenwick Lane, Dallas TX 75209 DESCRIPTION: Hiring contract companies to do remodeling job for me on the property. plan to flip house. 5. STEVE HAGEMANN BUILDERS LLC POSITION: owner NATURE: Home building INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 30 START DATE: 02/08/2022 ADDRESS: home building and remodeling, Plano TX 75093, United States DESCRIPTION: building and remodeling homes to make money 6. DDH BUILDERS, JV POSITION: Managing Member NATURE: Joint Venture, buying and remodeling homes to sell INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2022 ADDRESS: 6636 Castle Pines Drive, Plano TX 75093, United States DESCRIPTION: Overseeing purchasing homes 7. STEVEN P HAGEMANN POSITION: Broker NATURE: Osaic- Investment Advisory - INVESTMENT ADVISOR REPRESENTATIVE - Investment Related - Start Date: 07/2003 - Located at 15770 DALLAS PKWY STE 650, DALLAS TX 75248-3307 INVESTMENT RELATED: Yes NUMBER OF HOURS: 90 SECURITIES TRADING HOURS: 40 START DATE: 07/01/2003 ADDRESS: 15770 North Dallas Parkway, Suite 650, Dallas TX 75248, United States DESCRIPTION: Sell stock and bond investments

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-11-16
S63 Uniform Securities Agent State Law Examination 1983-09-01
  • S65 Uniform Investment Adviser Law Examination
    1999-11-16
  • S63 Uniform Securities Agent State Law Examination
    1983-09-01
Other Names
  • Steven Paul Hagemann
  • Steve Hagemann
  • Stephen Paul Hagemann
  • Stephen Paul Hagemann

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