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Jordan David Kretsch

Osaic Wealth, Inc.

Buffalo, MN

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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 2024-09-25
TX RA APPROVED 2024-06-20
MN RA APPROVED 2024-06-14
  • FL RA
    APPROVED
    Since 2024-09-25
  • TX RA
    APPROVED
    Since 2024-06-20
  • MN RA
    APPROVED
    Since 2024-06-14

Branch Locations

201 5Th St Ne - 5, Buffalo, MN 55313 • 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
Ais Planning St. Cloud MN 09/2016 03/2022
Securities America, Inc. Buffalo MN 04/2022 06/2024
Securities America Advisors Buffalo MN 05/2022 06/2024
Osaic Wealth, Inc. Buffalo MN 06/2024 Present
  • 09/2016 → 03/2022
    Ais Planning
    St. Cloud, MN
  • 04/2022 → 06/2024
    Securities America, Inc.
    Buffalo, MN
  • 05/2022 → 06/2024
    Securities America Advisors
    Buffalo, MN
  • 06/2024 → Present
    Osaic Wealth, Inc.
    Buffalo, MN
Previous Registrations
  • 2022-05-16 → 2024-06-14
    Securities America Advisors, Inc.
    Buffalo, MN
    Buffalo, MN
  • 2017-11-29 → 2022-04-01
    Ais Planning
    St. Cloud, MN
Other Businesses

1. DBA - Riverstone Financial Group & Insurance Services

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-04-29
S65 Uniform Investment Adviser Law Examination 2017-11-29
  • S63 Uniform Securities Agent State Law Examination
    2022-04-29
  • S65 Uniform Investment Adviser Law Examination
    2017-11-29
Designations

View on SEC IAPD

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Other Offices

EDWARD JONES · BUFFALO, MN
THRIVENT INVESTMENT MANAGEMENT INC. · Buffalo, MN
EDWARD JONES · BUFFALO, MN
AMERIPRISE FINANCIAL SERVICES, LLC · Buffalo, MN
DOUGHERTY & ASSOCIATES FINANCIAL ADVISORS, INC. · BUFFALO, MN
INDEPENDENT FINANCIAL GROUP, LLC · BUFFALO, MN
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WELLS FARGO CLEARING SERVICES, LLC · BUFFALO, MN

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