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Allan Laverne Brunmeier

Osaic Wealth, Inc.

Rochester, MI

Oxford, MI

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-01-19
  • MI RA
    APPROVED
    Since 2024-01-19

Branch Locations

222 S. Main St Ste 108, Rochester, MI 48307 • United States

Oxford, MI • 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
The Advisors Resource Group Inc Rochester MI 01/1999 Present
Questar Capital Corporation Minneapolis MN 02/2002 03/2019
Questar Asset Management Minneapolis MN 02/2002 03/2019
Woodbury Financial Services, Inc. Rochester MI 03/2019 Present
Woodbury Financial Services, Inc. Rochester MI 03/2019 01/2024
Osaic Wealth, Inc. Grand Blanc MI 01/2024 Present
  • 01/1999 → Present
    The Advisors Resource Group Inc
    Rochester , MI
  • 02/2002 → 03/2019
    Questar Capital Corporation
    Minneapolis, MN
  • 02/2002 → 03/2019
    Questar Asset Management
    Minneapolis, MN
  • 03/2019 → Present
    Woodbury Financial Services, Inc.
    Rochester, MI
  • 03/2019 → 01/2024
    Woodbury Financial Services, Inc.
    Rochester, MI
  • 01/2024 → Present
    Grand Blanc, MI
Previous Registrations
  • 2019-03-01 → 2024-01-19
    Woodbury Financial Services, Inc.
    Grand Blanc, MI
  • 2010-05-28 → 2019-03-01
    Questar Asset Management, Inc.
    Minneapolis, MN
    Rochester, MI
Other Businesses

1) THE ADVISOR'S RESOURCE GROUP, INC POSITION: President NATURE: Fixed insurance products INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 02/19/2002 ADDRESS: P.O. Box 81305, Rochester MI 48308, United States DESCRIPTION: insurance agent for fixed, disability, health, life, employee benefits, and long-term care products. I assist clients in their estate planning, that an attorney does with an online estate planning program 2) THE ADVISORS RESOURCE GROUP, INC. POSITION: Facilitator NATURE: Corporate INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/07/2010 ADDRESS: P O Box 81305, Rochester MI 48308, United States DESCRIPTION: Help clients with an online estate planning service 3) THE ADVISORS RESOURCE GROUP POSITION: vice president NATURE: vice president of homeowners association INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 05/11/2026 ADDRESS: 632 Westlake Ave, oxford MI 48371, United States DESCRIPTION: vice president of home owners association. review budgets, make budgets, oversee operations of homeowner association

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-08-12
S63 Uniform Securities Agent State Law Examination 1982-09-02
  • S65 Uniform Investment Adviser Law Examination
    1997-08-12
  • S63 Uniform Securities Agent State Law Examination
    1982-09-02
Other Names
  • Allan Laverne Brunmeir

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