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Steven Alan Kinrade

Osaic Wealth, Inc.

Maquoketa, IA

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2025-04-03
  • IA RA
    APPROVED
    Since 2025-04-03

Branch Locations

146 S Main Street, Maquoketa, IA 52060 • 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
Ameritas Investment Corp Lincoln NE 03/1997 02/2017
Central Financial Services Dubuque IA 08/1984 02/2017
Kinrade Family Angus Maquoketa IA 03/1996 Present
Sii Johnston IA 02/2017 11/2018
Osaic Wealth, Inc. Dubuque IA 11/2018 Present
  • 03/1997 → 02/2017
    Ameritas Investment Corp
    Lincoln, NE
  • 08/1984 → 02/2017
    Central Financial Services
    Dubuque, IA
  • 03/1996 → Present
    Kinrade Family Angus
    Maquoketa, IA
  • 02/2017 → 11/2018
    Sii
    Johnston, IA
  • 11/2018 → Present
    Dubuque, IA
Other Businesses

1. LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * CENTRAL FINANCIAL SERVICES; SAME AS BRANCH; INV REL; LIFE INSURANCE BUSINESS; OWNER AND AGENT; START DATE=08/1984; HRS/MO=200; TRADING HRS/MO=165; SELL LIFE INSURANCE AND FIXED ANNUITIES TO MY ESTABLISHED CLIENT BASE. * KINRADE FAMILY ANGUS; NON INV REL; 2165 110TH ST MAQUOKETA IA 52060; OWNER SOLE PROPRIETOR; START DATE = 03/1996; HRS/MO=65; TRADING HRS/MO=10; INVOLVED IN BREEDING DECISIONS FEEDING DECISIONS VACCINATION PROGRAMS AND MARKETING THE CATTLE. 2. KINRADE FAMILY ANGUS POSITION: Owner/ farm manager NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 90 SECURITIES TRADING HOURS: 30 START DATE: 01/01/1996 ADDRESS: 2165 110th Street, Maquoketa IA 52060, United States DESCRIPTION: Owner and manager of a family farm. Plant row crops, soybeans and corn. Also manage an Angus breeding herd. 3. CENTRAL FINANCIAL GROUP - FIXED INSURANCE AGENT POSITION: Independent Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 145 SECURITIES TRADING HOURS: 145 START DATE: 08/01/1984 ADDRESS: 714 W. Platt Street Suite 3, Maquoketa IA 52060, United States DESCRIPTION: Sell and service fixed life insurance products. 4. SJ7 LEGACY, LLC POSITION: Owner NATURE: My wife, Julie & I co-own the building, Lot 1 Plaza, under our SJ7 Legacy, LLC. We rent professional office space in this building. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2023 ADDRESS: 146 S Main St, Maquoketa IA 52060, United States DESCRIPTION: We created a LLC in order to collect rentand pay the expenses of building. As owners & landlords, we maintain the building and the surrounding sidewalks.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-24
S63 Uniform Securities Agent State Law Examination 1986-08-07
  • S65 Uniform Investment Adviser Law Examination
    2025-03-24
  • S63 Uniform Securities Agent State Law Examination
    1986-08-07

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