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3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-02-13 |
| WI | RA | APPROVED | 2022-11-18 |
Branch Locations
522 2Nd Street, Hudson, WI 54016 • United States
8400 Normandale Lake Boulevard Suite 920, Minneapolis, MN 55437 • United States
3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aqseptence Group, Inc. | New Brighton | MN | 02/2016 | 10/2019 |
| Thrivent Investment Management Inc | Golden Valley | MN | 12/2017 | 03/2018 |
| Thrivent Investment Management Inc | Golden Valley | MN | 07/2019 | 11/2022 |
| Thrivent Financial | Appleton | WI | 10/2019 | 12/2019 |
| Thrivent Financial | Appleton | WI | 12/2019 | 11/2022 |
| Eversource Wealth Advisors, Llc | Minneapolis | MN | 11/2022 | Present |
All of Osni Ferreira Filho's outside business activities are conducted from his address of 511 2nd Street, Suite 108, Hudson, WI 54016 unless otherwise stated. 1). Starting in 2019, Mr. Filho has been an independent insurance agent selling non-variable insurance products. He spends approximately 4 hours per month on this activity, all during trading hours. 2). Starting in November 2022, Mr. Filho began working with Wealthfluence as an Associate performing consulting services to financial advisors, asset managers, trade associations and other financial service related businesses pertaining to the topic of Faith-Based Investing, ESG, or Values-Based Investing. This is investment related, and Mr. Filho devotes approximately 10 hours per month to this activity during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-07 |
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