Andrew Linsenmann

Current Employers

Employment History

• 05/2016 → 11/2022
  Massmutual Life Insurance Co
  Meridian, ID
• 12/2017 → 11/2022
  Mml Investors Services, Llc
  Meridian, ID
• 01/2007 → 01/2017
  Student
  Moscow, ID
• 11/2022 → 01/2024
  Woodbury Financial Services Inc
  Boise, ID
• 01/2024 → Present
  Osaic Wealth, Inc.
  Boise, ID

Previous Registrations

• 2022-11-22 → 2024-01-19
  Woodbury Financial Services, Inc.
  Boise, ID
• 2018-02-15 → 2022-12-06
  Mml Investors Services, Llc
  Meridian, ID

Other Businesses

1) FIXED INSURANCE SALES POSITION: Sole Proprietor NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/20/2016 ADDRESS: 2005 N Westland Drive, Boise ID 83704, United States DESCRIPTION: Agent/Broker for fixed life insurance and annuities, individual and group health insurances. I Identify insurance needs with my clients and when appropriate, I work with the insurance companies and my clients to apply and put the insurance in place. 2) WARM SPRINGS WEALTH MANAGEMENT POSITION: Owner NATURE: Sole owner LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/20/2022 ADDRESS: 2005 N Westland Drive, Bosie ID 83704, United States DESCRIPTION: Sole owner LLC set up to run 1099 income through for the purpose of tax planning. No advertising/marketing is done for this L.L.C. All income from fixed insurance sales away from Osaic Wealth channels is received by this L.L.C. This included Health Insurance, Disability Income Insurance, and Fixed Life Insurance. 3) MOON WEALTH MANAGEMENT (MWM) POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2023 ADDRESS: 1882 W Frederic Ln, Boise ID 83705, United States DESCRIPTION: Service and sale of fixed insurance products. Assist clients with insurance decisions as it applies to their financial needs. 4) MWM PLANNING POSITION: Wealth Manager NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/11/2026 ADDRESS: 1882 W Frederic Ln, Boise ID 83705, United States DESCRIPTION: Utilizing "MWM Planning" as a DBA for marketing purposes for my securities business though Osaic Wealth Inc. 5) WARM SPRINGS WEALTH MANAGEMENT LLC POSITION: Owner NATURE: LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/24/2026 ADDRESS: 2005 N Westland Drive, Boise ID 83704, United States DESCRIPTION: Receive referral compensation in connection with introducing business clients to Paychex LLC for payroll processing services. Responsibilities are limited to making introductions and facilitating initial onboarding. Compensation consists of 20% of the total monthly payroll service fees billed by Paychex. This arrangement applies strictly to payroll services and does not include referral activity or compensation related to retirement plan administration, recordkeeping, or any other ancillary services.

Exams

• S66 Uniform Combined State Law Examination
  2018-02-05