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5850 Venture Drive Suite A, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-10-12 |
Branch Locations
451 Second Avenue, Gallipolis, OH 45631 • United States
5850 Venture Drive Suite A, Dublin, OH 43017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Wiseman Agency | Gallipolis | OH | 01/1984 | Present |
| Great American Advisors, Inc. | Gallipolis | OH | 01/2002 | Present |
| Consolidated Financial | Dublin | OH | 08/1998 | Present |
| Lincoln Investment | Dublin | OH | 08/2010 | Present |
| Consolidated Financial | Dublin | OH | 09/2022 | Present |
REAL ESTATE POSITION: OWNER NATURE: RENTALS RESIDENTIAL INVESTMENT RELATED: YES NUMBER OF HOURS: 1 INVESTMENT RELATED HOURS: 0 START DATE: 01/01/1990 ADDRESS: 2418 WHITE ROAD, BIDWELL OH 45614 DESCRIPTION: OWNERSHIP HAVE THE PROPERTIES MANAGED BY SOMEONE ELSE CONSOLIDATED FINANCIAL MANAGEMENT GROUP, LLC POSITION: Ã, MEMBER OF LLC NATURE: RIA INVESTMENT RELATED: YES NUMBER OF HOURS: 5 INVESTMENT RELATED HOURS: 5 START DATE: 01/01/1999 ADDRESS: 5850 VENTURE DRIVE, SUITE A, DUBLIN OH 43017 DESCRIPTION: SOLICITOR FOR CONSOLIDATED FINANCIAL MANAGMENT GROUP LLC THE WISEMAN AGENCY POSITION: HEAD UP DEPARTMENT HANDELING PRIMARILY GROUP BENEFITS AND INDIVIDUAL LIFE DI, LTC NATURE: INSURANCE, GROUP, INDIVIDUAL, AND OTHER FIXED PRODUCTS/ANNUITIES INVESTMENT RELATED: YES NUMBER OF HOURS: 160 INVESTMENT RELATED HOURS: 120 START DATE: 01/01/1984 ADDRESS: 451 SECOND AVE, GALLIPOLIS OH 45631 DESCRIPTION: ACT AS INSURANCE AGENT AND CONSULTANT TO CLEINTS IN THE AREAS LISTED ABOVE
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-08-29 |
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