Bryan Donald Holstrom

Current Employers

Employment History

• 09/2009 → 09/2020
  Securities Service Network, Inc
  Napierville, IL
• 11/2013 → Present
  Covenant Financial, Llc
  St. Charles, IL
• 09/2020 → 06/2024
  Securities America, Inc.
  St Charles, IL
• 11/2020 → 06/2024
  Securities America Advisors
  St. Charles, IL
• 06/2024 → Present
  Osaic Wealth, Inc.
  St Charles, IL

Previous Registrations

• 2020-11-12 → 2024-06-14
  Securities America Advisors, Inc.
  St Charles, IL
  St Charles, IL
• 2013-11-07 → 2021-03-16
  Covenant Financial, Llc
  St. Charles, IL
• 2006-10-20 → 2014-01-06
  Paragon Advisors Llc
  Naperville, IL

Other Businesses

1.MID-AMERICA REFORMED SEMINARY POSITION: Board Member NATURE: Service on Board of Trustees of Mid-America Reformed Seminary INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/01/2018 ADDRESS: 229 Seminary Drive, Dyer IN 46311 DESCRIPTION: Attend board meetings; oversee Finance Committee and related activities 2. GRACE ORTHODOX PRESBYTERIAN CHURCH POSITION: Trustee NATURE: Service as Church Trustee INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2012 ADDRESS: 200 N. Main Street, Elburn IL 60119 DESCRIPTION: Serve as trustee for church legal purposes, such as executing documents on behalf of the church, etc. 3. DBA - Covenant Financial, LLC 4. COVENANT FINANCIAL, LLC POSITION: Producer NATURE: Insurance Producer INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2006 ADDRESS: 40W147 CAMPTON CROSSINGS DR, Suite C, SAINT CHARLES IL 60175-6570 DESCRIPTION: Sales of insurance products (mostly term life contracts) to investment clients 5. ORTHODOX PRESEBYTERIAN CHURCH COMMITTEE ON MINISTERIAL CARE POSITION: Volunteer NATURE: Service as a Volunteer Financial Planner INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2019 ADDRESS: 40W147 CAMPTON CROSSINGS DR, Suite C, Saint Charles IL 60175, United States DESCRIPTION: Provide financial guidance and planning for current and retired ministers of the denomination

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-07-15
• S63 Uniform Securities Agent State Law Examination
  1986-01-13