Barry Edward Moschel

Current Employers

Employment History

• 08/2006 → 01/2024
  Woodbury Financial Services
  Oak Brook, IL
• 01/2024 → Present
  Osaic Wealth, Inc.
  Oakbrook Terrace, IL

Previous Registrations

• 2006-08-25 → 2024-01-19
  Woodbury Financial Services, Inc.
  Oakbrook Terrace, IL
  Oakbrook Terrace, IL
• 2005-06-01 → 2006-09-01
  Equitable Advisors, Llc
  Oak Brook, IL
  Oak Brook, IL
• 2001-05-29 → 2005-06-01
  Mony Securities Corporation
  Oakbrook, IL

Other Businesses

1) BARRY MOSCHEL- CPA DESIGNATION POSITION: CPA NATURE: My CPA designation. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/21/1977 ADDRESS: 1801 S Meyers Rd-Ste 150, Oakbrook Terrace IL 60181, United States DESCRIPTION: This OBA designation is strictly for disclosing my CPA designation. 2) INDEPENDENT ADVISORS GROUP,LLC POSITION: partner NATURE: LLC established to negotiate our business lease with our landlord. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/23/2012 ADDRESS: 1801 S Meyers Rd- Ste 150, Oakbrook Terrace KS 60181, United States DESCRIPTION: I am a managing for this LLC that we created for this office lease. 3) MANAGED & GUIDED FINANCIAL STRATEGIES (MGFS) POSITION: agent NATURE: Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/01/2006 ADDRESS: 1801 S Meyers Rd- Ste 150, Oakbrook Terrace IL 60181, United States DESCRIPTION: This OBA is related to my fixed insurance business as well as my DBA. 4) TIMESHARE RENTAL POSITION: my wife and I own various timeshares NATURE: Renting my timeshare when not able to use. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2021 ADDRESS: 302 Bowing Way, Buffalo Grove WI 53147, United States DESCRIPTION: Rental of non-used timeshare 5) BARRY MOSCHEL POSITION: agent NATURE: Selling non-security products (fixed annuities, traditional life insurance, health insurance. long term care, disability) through various carriers INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/06/2006 ADDRESS: 175 Chapel Oaks Drive, Buffalo Grove IL 60089, United States DESCRIPTION: selling non-securities products 6) BARRY MOSCHEL- FIXED INSURANCE PRODUCER POSITION: agent NATURE: Selling non-security products (fixed annuities, traditional life insurance, health insurance. long term care, disability) through various carriers INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/06/2006 ADDRESS: 302 Bowing Way, Buffalo Grove WI 53147, United States DESCRIPTION: selling non-securities products 7) MGFS AUTHOR POSITION: book author NATURE: sole proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 10/08/2020 ADDRESS: 1801 S. Meyers Rd, Ste. 150 IL 60181, United States DESCRIPTION: writing a book

Exams

• S66 Uniform Combined State Law Examination
  2001-03-06
• S63 Uniform Securities Agent State Law Examination
  1991-08-02

Designations