William George Mcintee

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1999 → Present
  Financial Decisions Group
  Waterloo, IA
• 04/2008 → Present
  Bill Mcintee Financial Services Inc
  Waterloo, IA
• 05/2016 → 11/2018
  Signator Investors, Inc.
  Waterloo, IA
• 11/2018 → Present
  Osaic Wealth, Inc.
  Waterloo, IA

Previous Registrations

• 2016-05-13 → 2018-11-02
  Signator Investors, Inc.
  Waterloo, IA
  Rochester, MN
• 2003-02-20 → 2016-05-13
  Transamerica Financial Advisors, Llc
  Waterloo, IA
  Rochester, MN
  Waterloo, IA

Other Businesses

1)FINANCIAL DECISIONS GROUP ( FIXED INSURANCE) POSITION: agent NATURE: DBA for fixed insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 02/01/1999 ADDRESS: 3013 Greyhound Park Drive, PO Box 2487, Waterloo IA 50701, United States DESCRIPTION: sales and service of fixed insurance 2)FINANCIAL DECISIONS GROUP- SECURITIES POSITION: Investment Advisory Rep NATURE: DBA name for securities INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 100 START DATE: 02/01/1999 ADDRESS: 3013 Greyhound Park Drive, PO Box 2487, Waterloo IA 50701, United States DESCRIPTION: Sales and service of securities 3) BILL MCINTEE FINANCIAL SERVICES INC POSITION: President NATURE: Corporation for tax purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2006 ADDRESS: 3013 Greyhound Park Drive, PO Box 2487, Waterloo IA 50701, United States DESCRIPTION: corp for tax purposes for my securities and fixed insurance business 4) BS&D LC POSITION: part owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1997 ADDRESS: 608 N 12th St., Haines City FL 33884, United States DESCRIPTION: This Family LLC holds the ownership of a cabin and lake we have owned since 1976 . This LLC was established upon my father's death in 1996. I am 1/11 the shareholder.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-01-25
• S63 Uniform Securities Agent State Law Examination
  1999-02-04

Other Names

• Bill Mcintee