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Keenan Retterath

Osaic Institutions, Inc.

Bismarck, ND

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Current Employers
Osaic Institutions, Inc.

538 Preston Avenue, Meriden, CT 06450-4858 • United States

Current Registrations

AuthorityCategoryStatusDate
ND RA APPROVED 2025-02-20
  • ND RA
    APPROVED
    Since 2025-02-20

Branch Locations

204 W Thayer Ave, Bismarck, ND 58501 • 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
Industrial Contractor Inc Bismarck ND 09/2016 06/2017
Unemployed Mandan ND 07/2017 01/2018
Woodbury Financial Services Bismarck ND 03/2018 10/2023
Cuso Financial Services, Lp San Diego CA 10/2023 01/2025
Capital Credit Union Bismarck ND 10/2023 Present
Osaic Institutions, Inc. Meriden CT 02/2025 Present
  • 09/2016 → 06/2017
    Industrial Contractor Inc
    Bismarck, ND
  • 07/2017 → 01/2018
    Unemployed
    Mandan, ND
  • 03/2018 → 10/2023
    Woodbury Financial Services
    Bismarck, ND
  • 10/2023 → 01/2025
    Cuso Financial Services, Lp
    San Diego, CA
  • 10/2023 → Present
    Capital Credit Union
    Bismarck, ND
  • 02/2025 → Present
    Osaic Institutions, Inc.
    Meriden, CT
Previous Registrations
  • 2023-10-09 → 2025-01-31
    Cuso Financial Services, L.P.
    Charlevoix, MI
    Bismarck, ND
    Mandan, ND
  • 2023-04-11 → 2023-10-17
    Woodbury Financial Services, Inc.
    Bismarck, ND
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-29
S63 Uniform Securities Agent State Law Examination 2020-11-14
  • S66 Uniform Combined State Law Examination
    2023-03-29
  • S63 Uniform Securities Agent State Law Examination
    2020-11-14

View on SEC IAPD

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Other Investors

Trevor Thomas Leidy
TIFFANY INT VELDT
JERROLD JEROME DOCKTER
Shane Asbury
JEFFREY LEE JAPEL
Dominic Hrichena
Brennen Rossman
JAMIE LEE BINSTOCK

Other Offices

DAKOTA WEALTH ADVISORS LLC · BISMARCK, ND
OSAIC WEALTH, INC. · BISMARCK, ND
EAGLE STRATEGIES LLC · BISMARCK, ND
STATE FARM INVESTMENT MANAGEMENT CORP. · Bismarck, ND
LPL FINANCIAL LLC · BISMARCK, ND
LPL FINANCIAL LLC · BISMARCK, ND
LPL FINANCIAL LLC · BISMARCK, ND
EDWARD JONES · BISMARCK, ND

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