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Anders Kristian Juel

Osaic Wealth, Inc.

Cincinnati, OH

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-06-14
OH RA APPROVED 2024-06-14
TX RA APPROVED_RES 2024-06-14
  • FL RA
    APPROVED
    Since 2024-06-14
  • OH RA
    APPROVED
    Since 2024-06-14
  • TX RA
    APPROVED_RES
    Since 2024-06-14

Branch Locations

212 East 3Rd St #100, Cincinnati, OH 45202 • 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, Inc. Cincinnati OH 01/2009 06/2024
Securities America Advisors, Inc. Lavista NE 01/2009 06/2024
Anders Juel Cincinnati OH 08/1998 Present
Osaic Wealth, Inc. Cincinnati OH 06/2024 Present
Osaic Wealth, Inc. Cincinnati OH 06/2024 Present
  • 01/2009 → 06/2024
    Securities America, Inc.
    Cincinnati, OH
  • 01/2009 → 06/2024
    Securities America Advisors, Inc.
    Lavista, NE
  • 08/1998 → Present
    Anders Juel
    Cincinnati, OH
  • 06/2024 → Present
    Cincinnati, OH
  • 06/2024 → Present
    Cincinnati, OH
Previous Registrations
  • 2009-01-23 → 2024-06-14
    Securities America Advisors, Inc.
    Cincinnati, OH
    Cincinnati, OH
  • 2001-10-10 → 2009-02-07
    Brecek & Young Advisors, Inc.
    Cincinnati, OH
    Folsom, CA
    Cincinnati, OH
Other Businesses

1. CLERMONT METROPOLITAN HOUSING AUTHORITY POSITION: Vice Chairperson NATURE: CLERMONT METROPOLITAN HOUSING AUTHORITY, VOLENTEER, BOARD MEMBER, TIME 3% INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 03/15/2016 ADDRESS: 65 Market Street, Batavia OH 45103, United States DESCRIPTION: Oversight of the Housing Authority Director and staff 2. QUEEN CITY CAPITAL MANAGEMENT POSITION: advisor NATURE: QUEEN CITY CAPITAL MANAGEMENT LLC/REGISTERED INVESTMENT ADVISOR--10% OWNER - 99% TIME SPENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 4 START DATE: 05/01/2009 ADDRESS: 212 East 3rd Street Suite 100, Cincinnati OH 45150 DESCRIPTION: 3rd party investment management 3. QUEEN CITY FINANCIAL ADVISORS. LLC POSITION: investment advisor NATURE: ANDERS JUEL/ LIFE & HEALTH INSURANCE SALES --SELF EMPLOYED INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2009 ADDRESS: 212 East 3rd Street Suite 100, Cincinnati OH 45150 DESCRIPTION: Insurance sales 4. FAUL LANE HOMEOWNERS ASSOC POSITION: Treasurer NATURE: FAUL LANE HOMEOWNERS ASSOCIATION/ VOLUNTEER --TREASURER - 1% TIME SPENT INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2004 ADDRESS: 1575 Faul Lane, Milford OH 45150 DESCRIPTION: Maintain our private road

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-04-01
S63 Uniform Securities Agent State Law Examination 1998-12-02
  • S66 Uniform Combined State Law Examination
    2008-04-01
  • S63 Uniform Securities Agent State Law Examination
    1998-12-02

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