Dane Solberg

Current Employers

Employment History

• 09/2015 → 12/2017
  University Of The Pacific
  Stockton, CA
• 05/2017 → 09/2018
  Blakely Financial Services
  Stockton, CA
• 05/2017 → 05/2018
  Lpl Financial, Llc
  Stockton, CA
• 05/2018 → 09/2018
  Blakely Financial Services
  Stockton, CA
• 01/2020 → 07/2020
  Investacorp Inc
  Miami, FL
• 01/2020 → 07/2020
  Investacorp Advisory Services
  Miami, FL
• 10/2018 → Present
  Baltic Properties Of Minnesota Llc
  St Paul, MN
• 10/2018 → Present
  Solberg Benefits Llc
  White Bear Lake, MN
• 07/2020 → 06/2024
  Securities America, Inc.
  St Louis Park, MN
• 07/2020 → 06/2024
  Securities America Advisors, Inc.
  St Louis Park, MN
• 06/2024 → Present
  Osaic Wealth, Inc.
  St Louis Park, MN
• 06/2024 → Present
  Osaic Wealth, Inc.
  St Louis Park, MN

Previous Registrations

• 2020-07-17 → 2024-06-14
  Securities America Advisors, Inc.
  St Louis Park, MN
  Minneapolis, MN
• 2020-01-14 → 2020-07-17
  Investacorp Advisory Services Inc
  Minneapolis, MN
  Mahtomedi, MN
  White Bear Lake, MN
• 2018-05-10 → 2018-10-09
  Blakely Financial Services
  Stockton, CA

Other Businesses

1. SOLBERG BENEFITS, LLC POSITION: Insurance Broker / Assistant NATURE: I am an insurance broker and work with Had Solberg, my father, in his business of selling Life, Health, Disability, and Long-Term Care Insurance to businesses and individuals. Had is the only owner of Solberg Benefits, LLC. Had does not and will not have his securities license. Had has an assistant, Jane Neumeister, who does not have an insurance license or securities license. There are no additional individuals whom work at Solberg Benefits, LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 960 SECURITIES TRADING HOURS: 110 START DATE: 10/04/2018 ADDRESS: 2129 2nd St. Suite 2B, White Bear Lake MN 55110 DESCRIPTION: Data Privacy Management, Filing, Technology Assistance and Support, Insurance Sales, Support and assist Had Solberg in the sales of insurance, CRM input and organization, Phone calls to clients, setting up meetings for Had to meet with prospects or current clients. Emailing and conversing with clients, Record keeping, Client Servicing and Management 2. DBA - Diversified Wealth Management

Exams

• S66 Uniform Combined State Law Examination
  2018-05-07