David Matthew Jungquist

Current Employers

Employment History

• 11/2001 → 11/2023
  Fsc Securities Corporation
  Minneapolis, MN
• 11/2001 → Present
  Octagon Wealth Management, Llc
  Minneapolis, MN
• 11/2023 → Present
  Osaic Wealth, Inc.
  Minneapolis, MN

Previous Registrations

• 2005-07-18 → 2023-11-03
  Fsc Securities Corporation
  Minneapolis, MN

Other Businesses

1) OCTAGON WEALTH MANAGEMENT, LLC FORMERLY OCTAGON FINANCIAL NETWORK, LLC POSITION: Owner - NATURE: Limited Liability Company - INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 8 START DATE: 08/06/2001 ADDRESS: 1650 W. 82nd Street, Suite 850, Minneapolis MN 55431, United States DESCRIPTION: I sell life, disability, and long-term care insurance. 2) FSC'S CORPORATE RIA, INVESTMENT RELATED, 1650 W. 82ND STREET SUITE 850, MINNEAPOLIS MN 55431, INVESTMENT ADVISOR, START DATE:08/06/2001, 40 HRS. PER WEEK, 35 HOURS INVESTMENT AND 5 HOURS PER WEEK INSURANCE DURING ST HOURS, ADVISORY SERVICES INCLUDING FINANCIAL PLANNING. 3) OCTAGON FINANCIAL GROUP, INC. POSITION: Partner NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 12/01/2000 ADDRESS: 1650 W. 82nd Street, Suite 850, Minneapolis MN 55431, United States DESCRIPTION: Each month I pay my share of the office bill noted on our assessment report. Also, we meet monthly to discuss the lease situation, office outings, and any other shared-office-related issues. 4) DELASALLE HIGH SCHOOL INVESTMENT COMMITTEE POSITION: Committee Member NATURE: Private High School Endowment Fund INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2025 ADDRESS: 1 Delasalle Drive, Minneapolis MN 55401, United States DESCRIPTION: I am serving on an investment committee of 12 for the high school's endowment fund. We meet quarterly to review investment performance, make asset allocation changes, and periodically do searches for a new money manager. We outsource the investment management, trading, and custody of the assets. 5) ANNUNCIATION CATHOLIC CHURCH PARISH COUNCIL POSITION: Parish Council Member NATURE: Annunciation Catholic Church is a religious non-profit 501(C)3 organization. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 10/21/2025 ADDRESS: 509 W. 54th Street, Minneapolis MN 55419, United States DESCRIPTION: I am one of 8 parishioners who provide strategic planning support and implementation for our Pastor and church community.

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-05-22

Designations