Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Rodney Wood is a financial professional with over 35 years of experience in the industry. Dennis currently works at Osaic Wealth, Inc., where he holds licenses as a registered representative in Indiana and South Carolina. Prior to joining Osaic Wealth, Inc., Dennis worked for SagePoint Financial, Inc., National Planning Corporation, J.P. Turner & Company, L.L.C., GunnAllen Financial, Inc, InterVest International Equities Corporation, Conseco Securities, Inc., Conseco Financial Services, Inc., Washington Square Securities, Inc., ReliaStar Financial Marketing Corp., Sycamore Financial Group, Northwestern Mutual Investment Services, Inc., Robert W. Baird & Co. Incorporated and Pruco Securities Corporation. Dennis also owns and operates several businesses, including Warren Steinborn Associates and Creative Planning Strategies. Dennis provides financial planning, pension consulting, and portfolio management services to a wide range of clients, including individuals, businesses, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IN
09/01/2023 - Present
Osaic Wealth, Inc. (INDIANAPOLIS IN)
IN
09/10/2015 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (INDIANAPOLIS IN)
IN
09/19/2011 - 09/10/2015
NATIONAL PLANNING CORPORATION (INDIANAPOLIS IN)
IN
04/07/2010 - 09/23/2011
J.P. TURNER & COMPANY, L.L.C. (INDIANAPOLIS IN)
IN
11/02/2005 - 03/30/2010
GUNNALLEN FINANCIAL, INC (INDIANAPOLIS IN)
CO
11/14/2001 - 11/07/2005
INTERVEST INTERNATIONAL EQUITIES CORPORATION (COLORADO SPRINGS CO)
IN
08/05/1998 - 11/02/2001
CONSECO SECURITIES, INC. (CARMEL IN)
IN
03/17/1998 - 08/05/1998
CONSECO FINANCIAL SERVICES, INC. (CARMEL IN)
CT
08/01/1995 - 04/06/1998
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
WA
04/06/1995 - 08/01/1995
RELIASTAR FINANCIAL MARKETING CORP. (SEATTLE WA)
IN
06/02/1993 - 11/02/1993
SYCAMORE FINANCIAL GROUP (KOKOMO IN)
WI
06/27/1990 - 06/23/1993
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
06/27/1990 - 12/31/1992
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NA
04/26/1989 - 02/23/1990
PRUCO SECURITIES CORPORATION
NJ
04/26/1989 - 02/23/1990
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NJ
07/11/1986 - 02/23/1990
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 09/03/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/10/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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