Paul Carl Bilitz

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2011 → 01/2024
  Woodbury Financial Services, Inc
  Fond Du Lac, WI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Fond Du Lac, WI

Previous Registrations

• 2011-01-18 → 2024-01-19
  Woodbury Financial Services, Inc.
  Fond Du Lac, WI
  Fond Du Lac, WI
  Naples, FL
• 2004-11-19 → 2011-01-20
  Equitable Advisors, Llc
  Fond Du Lac, WI
  Beaver Dam, WI

Other Businesses

1) BILITZ FINANCIAL; NON INV REL; W7026 WESTWOOD DR FOND DU LAC, WI 54937; FIXED ANNUITIES AND NON VARIABLE INSURANCE WITH MULTIPLE PRODUCT MANUFACTURERS; PRODUCER; 1/19/2011; 10HR/MO; 1HR/MO; MEET WITH CLIENTS AND TAKE APPLICATIONS.

Exams

• S66 Uniform Combined State Law Examination
  2004-11-17

Other Names

• Bubs Bilitz