Craig Mark Siminski

Current Employers

Employment History

• 05/2010 → 07/2020
  Ohio National Financial Services
  Cinciannati, OH
• 02/2011 → 09/2023
  Sagepoint Financial Advisors
  Green Bay, WI
• 09/2023 → Present
  Osaic Wealth, Inc.
  Green Bay, WI

Previous Registrations

• 2011-02-11 → 2023-09-01
  Osaic Services, Inc.
  Green Bay, WI
  Scottsdale, AZ
• 2010-04-30 → 2011-03-31
  Equity Design Advisors, Llc
  Wausau, WI
  Green Bay, WI
• 2010-05-20 → 2011-02-09
  On Investment Management Co
  Cincinnati, OH
• 2004-12-10 → 2010-04-09
  Msi Financial Services, Inc.
  De Pere, WI
  Green Bay, WI
• 2002-05-15 → 2004-12-07
  On Investment Management Co
  Depere, WI

Other Businesses

1) CRAIG SIMINSKI; INVESTMENT-RELATED; 2050 RIVERSIDE DRIVE, GREEN BAY, WI 54301; INSURANCE REP; 08/01/1998; 5 HOURS/ 5 SECURITIES HOURS; LIFE, LONG TERM CARE, DISABILITY THROUGH THE EUGENE COHEN AGENCY... 2) I DO A RADIO SHOW 4 TIMES PER YEAR. POSITION: Other - none NATURE: Other - Radio show in Green Bay,WI, on Relevant Radio- AM 1050. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2014 ADDRESS: 1496 Bellevue Street, Suite 202, Green Bay WI 54311, United States; DESCRIPTION: I do a live radio show. Always send into Compliance. 3) CMS RETIREMENT INCOME PLANNING LLC POSITION: Owner NATURE: LLC taxed as an S-Corp. INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 135 START DATE: 03/14/2019 ADDRESS: 2050 Riverside Drive, Green Bay WI 54301, United States DESCRIPTION: This is my DBA....changing from Equity Design Group.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-08-28
• S65 Uniform Investment Adviser Law Examination
  1998-08-28

Designations

Other Names

• Craig Mark Siminski