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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

Clarkston, MI • United States

7305 Grand River Ave Suite 600, Brighton, MI 48114 • 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
Leos Coney Island White Lake MI 11/2011 01/2020
Rhl Group Holly MI 10/2016 01/2018
Oakland University Rocherster MI 05/2012 12/2017
Modern Classics Westland MI 01/2010 01/2018
Foresters Financial Services Farmington Hls MI 01/2018 03/2019
Securian Financial Services Inc St Paul MN 03/2019 03/2023
Minnesota Life Insurance Co St Paul MN 03/2019 03/2023
Wealth Strategies Financial Group Southfield MI 03/2019 03/2023
Woodbury Financial Services Inc Brighton MI 03/2023 01/2024
Osaic Wealth, Inc. Brighton MI 01/2024 Present
  • 11/2011 → 01/2020
    Leos Coney Island
    White Lake, MI
  • 10/2016 → 01/2018
    Rhl Group
    Holly, MI
  • 05/2012 → 12/2017
    Oakland University
    Rocherster, MI
  • 01/2010 → 01/2018
    Modern Classics
    Westland, MI
  • 01/2018 → 03/2019
    Foresters Financial Services
    Farmington Hls, MI
  • 03/2019 → 03/2023
    Securian Financial Services Inc
    St Paul, MN
  • 03/2019 → 03/2023
    Minnesota Life Insurance Co
    St Paul, MN
  • 03/2019 → 03/2023
    Wealth Strategies Financial Group
    Southfield, MI
  • 03/2023 → 01/2024
    Woodbury Financial Services Inc
    Brighton, MI
  • 01/2024 → Present
    Brighton, MI
Previous Registrations
  • 2023-03-06 → 2024-01-19
    Woodbury Financial Services, Inc.
    Brighton, MI
    Brighton, MI
  • 2019-08-13 → 2023-03-06
    Securian Financial Services, Inc.
    Southfield, MI
Other Businesses

1) INSURANCE AGENT POSITION: insurance agent NATURE: s prop INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2020 ADDRESS: 403 East Grand River Ave, Brighton MI 48116, USA DESCRIPTION: selling fixed life insurance products 2) NEXTGEN WEALTH SERVICES POSITION: registered rep NATURE: Sole prop INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/06/2023 ADDRESS: 403 East Grand River Ave, Brighton MI 48116, United States DESCRIPTION: DB firm Name (NextGen Wealth Services)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-27
S63 Uniform Securities Agent State Law Examination 2018-02-27
  • S66 Uniform Combined State Law Examination
    2019-06-27
  • S63 Uniform Securities Agent State Law Examination
    2018-02-27
Other Names
  • Kelsey Nicole Foucart

View on SEC IAPD

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