Casey Patrick O'GOrman

Current Employers

Employment History

• 02/2006 → 01/2024
  Woodbury Financial Services
  Brookfield, WI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Waukesha, WI

Previous Registrations

• 2006-02-17 → 2024-01-19
  Woodbury Financial Services, Inc.
  Waukesha, WI
  Waukesha, WI
• 2002-11-11 → 2002-11-11
  Mony Securities Corporation
  Waukesha, WI

Other Businesses

1) GUARDIAN FINANCIAL DESIGN GROUP -NONINV RELATED; 8010 EXCELSIOR DR MADISON, WI 53717; DISABILITY INCOME; AGENT; 01/01/2010; 1HR/MON; 1HR/MON; PRESENT GUARDIAN DISABILITY INS TO PROSPECTIVE CLIENTS 2) LARRY GORDON AGENCY -NONINV RELATED; 13400 BISHOP'S LANE BROOKFIELD, WI 53005; TERM LIFE INS/UNIVERSIAL LIFE INS; AGENT; 01/01/2010; 1HR/MON; 1HR/MON 3) PRINCIPAL HIGHLAND BROKERAGE -NONINV RELATED; 333 BISHOPS WAY #140 BROOKFILED, WI 53005; DISABLITY; AGENT; 01/01/2010; 1HR/MON; 1HR/MON; REPRESENT PRINCIPAL TO POTENTIAL DISABLITY CLIENTS 4) UNUM -NONINV RELATED; 1 FOUNTAIN SQUARE CHATTANOOGA, TN; GROUP LONG TERM DIS/GROUP LONG TERM CARE; AGENT; 01/01/2010; 1HR/MON; 1HR/MON; PROPOSE LTD OR GROUP LTC TO PROSPECTIVE CLIENTS. 5) FELLOWSHIP OF CHRISTIAN ATHLETES -NON INV REL; 135 W BROADWAY WAUKESHA, WI 53186; NON-PROFIT; BOARD MEMBER; 2/21/2012; 2HR/MO; 0HR/MO; SERVE AS BOARD MEMBER, ATTEND QUARTERLY MEETINGS, ACT AS ADVOCATE FOR THE ORGANIZATION. 6) FERRITO & O'GORMAN POSITION: owner/investment advisor NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 05/01/2018 ADDRESS: W233N2080 Ridgeview parkway, Suite 203, Waukesha WI 53188 DESCRIPTION: Meet with clients to discuss their investment objectives and goals and then provide solutions to those clients to meet those goals. 7) WESTMOOR COUNTRY CLUB POSITION: Board Member NATURE: Country Club 501(c)7 INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/31/2024 ADDRESS: 400 S. Moorland Rd, Brookfield WI 53005 DESCRIPTION: I am a board member serving a 4-year term. Our board meets monthly to discuss all aspects of the club including dues and fees, capital improvement projects, dining, staff, etc.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-04-02
• S63 Uniform Securities Agent State Law Examination
  1989-09-27

Other Names

• Casey Patrick Ogorman
• Casey Patrick Ogorman