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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 2025-01-24
TX RA APPROVED_RES 2025-01-24
  • MI RA
    APPROVED
    Since 2025-01-24
  • TX RA
    APPROVED_RES
    Since 2025-01-24

Branch Locations

218 Maple Street, Big Rapids, MI 49307 • United States

4135 Embassy Drive Se, Grand Rapids, MI 49546 • 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
Osaic Wealth, Inc. Big Rapids MI 01/2025 Present
Lincoln Financial Advisors Corporation Grand Rapids MI 09/1990 01/2025
  • 01/2025 → Present
    Big Rapids, MI
  • 09/1990 → 01/2025
    Lincoln Financial Advisors Corporation
    Grand Rapids, MI
Previous Registrations
  • 2010-10-21 → 2025-01-24
    Osaic Fa, Inc.
    Grand Rapids, MI
    Kentwood, MI
    Grand Rapids, MI
    Kentwood, MI
    Grand Rapids, MI
    Big Rapids, MI
Other Businesses

1) CITY OF KENTWOOD PLANNING COMMISSIONER 4900 BRETON RD, P.O. BOX 8848 KENTWOOD, MI 49518 CATEGORY: COMMITTEE MEMBER INVESTMENT-RELATED:N TITLE: COMMITTEE MEMBER DUTIES: I AM A MEMBER OF A 9 PERSON COMMISSION TO PREPARE AND ADOPT THE MASTER PLAN FOR THE CITY OF KENTWOOD. I ALSO REVIEW DEVELOPMENT REQUESTS WITHIN THE CITY AS WELL AS TAKE ACTION ON ZONING AND LAND USE CHANGES START DATE:1/04 HOURS PER MONTH: 4 HOURS PER MONTH DURING TRADING HOURS:0 2) DANIEL HOLTROP 4135 EMBASSY DRIVE SE GRAND RAPIDS, MI 49546 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS HEALTH INSURANCE, COMMISSION-BASED GROUP BENEFITS, FIXED/INDEXED ANNUITIES, LONG-TERM CARE INSURANCE AND TRADITION INSURANCE PRODUCTS. START DATE: 5/2012 HOURS PER MONTH: 8 HOURS PER MONTH DURING TRADING HOURS: 8 3) 4135 EMBASSY DR. LLC 4135 EMBASSY DR. KENTWOOD, MI 49546 CATEGORY: REAL ESTATE RENTAL/LLC INVESTMENT RELATED: YES TITLE: CO-OWNER DUTIES: LEGAL ENTITY THROUGH WHICH RENTAL PROPERTY IS OWNED AND MANAGED. START DATE: 5/2/2022 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1991-05-14
  • S63 Uniform Securities Agent State Law Examination
    1991-05-14

View on SEC IAPD

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