Best Investors Account Sign in

Steven Craig Felchle

Osaic Wealth, Inc.

Bismarck, ND

Claim This Profile
Current Employers
Osaic Wealth, Inc.

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

Current Registrations

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

Branch Locations

419 Riverwood Dr Ste 102, Bismarck, ND 58504 • 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 Advisors Bismarck ND 05/2016 06/2024
Osaic Wealth, Inc. Bismarck ND 06/2024 Present
Osaic Wealth, Inc. Bismarck ND 06/2024 Present
Securities America, Inc. Bismarck ND 05/2016 06/2024
  • 05/2016 → 06/2024
    Securities America Advisors
    Bismarck, ND
  • 06/2024 → Present
    Bismarck, ND
  • 06/2024 → Present
    Bismarck, ND
  • 05/2016 → 06/2024
    Securities America, Inc.
    Bismarck, ND
Previous Registrations
  • 2016-05-31 → 2024-06-14
    Securities America Advisors, Inc.
    Bismarck, ND
    Bismarck, ND
    Bismarck, ND
  • 2013-04-29 → 2016-05-24
    Dickinson, ND
    Bismarck, ND
    Minot, ND
    Williston, ND
  • 2011-01-03 → 2013-04-24
    Sioux Falls, SD
    Bismarck, ND
    Bismarck, ND
    Jamestown, ND
    Bismarck, ND
  • 2001-04-03 → 2011-01-03
    Wells Fargo Investments, Llc
    Bismarck, ND
    Mandan, ND
    Bismarck, ND
    Mandan, ND
Other Businesses

1. Felchle Farms, Inc. - Position: Owner and Operator - Nature: Farming Operations - Investment Related: No - Hours: 10 - Securities Trading Hours: 10 - Start Date: 1/1996 - Address: 2330 Pointe Loop, Bismarck ND 58503 2. Diversified Wealth Management - DBA 3. Steven Felchle - Nature: Insurance Sales - Position: Agent - Investment Related: Yes - Start Date: 1/1999 - Address: 419 Riverwood Dr Ste 102, Bismarck ND 58504 4. DIVERSIFIED WEALTH MANAGEMENT POSITION: Agent NATURE: Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2016 ADDRESS: 419 Riverwood Drive, Bismarck ND 58504 DESCRIPTION: Help clients in regards to their insurance needs 5. FELCHLE FARMS, INC. POSITION: Owner and operator NATURE: Farming Operations INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/31/1996 ADDRESS: 2330 Pointe Loop, Bismarck ND 58503, United States DESCRIPTION: I own and operate this sub-chapter S corporations which is involved in general grain farming operations.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1998-12-15
  • S66 Uniform Combined State Law Examination
    1998-12-15

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Bismarck, ND

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor