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Joan Maastricht Gilles

Osaic Wealth, Inc.

Plymouth, MN

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-05-11
TX RA APPROVED 2026-05-11
  • MN RA
    APPROVED
    Since 2026-05-11
  • TX RA
    APPROVED
    Since 2026-05-11

Branch Locations

4425 Hwy 169 N Suite 100, Plymouth, MN 55442 • 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
Cetera Wealth Services, Llc El Segundo CA 01/2015 05/2026
Advisornet Wealth Partners Minneapolis MN 02/2015 05/2026
Cetera Investment Advisers Llc Schaumburg IL 06/2023 05/2026
Osaic Wealth Inc Plymouth MN 04/2026 Present
Previous Registrations
Other Businesses

1. ENCORE FINANCIAL POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 05/11/2026 ADDRESS: 4425 Highway 169, Plymouth MN 55442, United States DESCRIPTION: Use Encore Financial as my marketing DBA 2. INSURANCE POSITION: insurance agent NATURE: insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/11/2026 ADDRESS: 4425 Highway 169 North, Suite 100, Plymouth MN 55442, United States DESCRIPTION: sell all types of insurance 3. WIFS - LOCAL BOARD POSITION: Member NATURE: board member local chapter of Women In Insurance & Financial Services INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2015 ADDRESS: 8740 Pheasant Run Rd, Woodbury MN 55125, United States DESCRIPTION: Board meetings, event attendance

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-05-16
S63 Uniform Securities Agent State Law Examination 1991-01-03
  • S66 Uniform Combined State Law Examination
    2007-05-16
  • S63 Uniform Securities Agent State Law Examination
    1991-01-03
Designations
Other Names
  • Joan Gilles
  • Joan M Gilles

View on SEC IAPD

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