Brian Scott Jansen

Current Employers

Employment History

• 03/2009 → Present
  Tri City Invetment Services
  Oak Creek, WI
• 08/2015 → 06/2024
  Securities America, Inc.
  Racine, WI
• 08/2015 → 06/2024
  Securities America Advisors
  Racine, WI
• 06/2024 → Present
  Osaic Wealth, Inc.
  Racine, WI
• 06/2024 → Present
  Osaic Wealth, Inc.
  Racine, WI

Previous Registrations

• 2015-08-28 → 2024-06-14
  Securities America Advisors, Inc.
  Racine, WI
• 2009-03-23 → 2015-09-10
  Fintegra, Llc
  Oak Creek, WI
  Racine, WI
  Oak Creek, WI

Other Businesses

1. TRI CITY NATIONAL BANK POSITION: Advisor NATURE: Sitting on the 401(k) committee for Tri City National Bank - employer INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 08/01/2010 ADDRESS: 6400 S. 27th St, Oak Creek WI 53154 DESCRIPTION: Sit on a committee with four other individuals at Tri-City. Work with Ameriprise (which handles the 401(k) plan) to review the plan, funds, and expenses. 2. TRI CITY NATIONAL BANK - EMPLOYER POSITION: Vice President NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 10 START DATE: 06/06/2006 ADDRESS: 6400 S 27th Street, Oak Creek WI 53158, United States DESCRIPTION: Lead the Investment Services Team 3. TRI CITY NATIONAL BANK - KENOSHA POSITION: sales NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 08/01/2015 ADDRESS: 5901 Washington Road, Kenosha WI 53144, United States DESCRIPTION: Sale of Fixed Annuities and Term Life Insurance 4. TRI CITY NATIONAL BANK - OAK CREEK POSITION: Sales NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 08/01/2015 ADDRESS: 6400 S 27th Street, Oak Creek WI 53158, United States DESCRIPTION: Sale of Fixed Annuities and Term Life Insurance 5. TRI CITY NATIONAL BANK - RACINE POSITION: Sales NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 08/01/2015 ADDRESS: 2704 Lathrop Avenue, Racine WI 53405, United States DESCRIPTION: Sale of Fixed Annuities and Term Life Insurance

Exams

• S66 Uniform Combined State Law Examination
  2005-04-04
• S63 Uniform Securities Agent State Law Examination
  1992-10-22