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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-28 |
| TX | RA | APPROVED_RES | 2025-01-24 |
| WI | RA | APPROVED | 2025-01-24 |
Branch Locations
406 Science Drive Suite 310, Madison, WI 53711-1068 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln National Life Insurance Company | Madison | WI | 06/2000 | 01/2025 |
| Lincoln Financial Advisors | Madison | WI | 06/2000 | 01/2025 |
| Osaic Wealth, Inc. | Madison | WI | 01/2025 | Present |
1) JOHN LITSCHER 406 SCIENCE DRIVE, SUITE 310 MADISON, WI 53711 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERING TRADITIONAL LIFE INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES AND LONG-TERM CARE INSURANCE. START DATE: 10/01/2000 HOURS PER MONTH: 12 HOURS PER MONTH DURING TRADING HOURS: 12 2) SUMMIT CREDIT UNION 6420 COTTAGE GROVE ROAD MADISON, WI 53718 CATEGORY: BOARD MEMBER/DIRECTOR FOR A NOT-FOR-PROFIT ORGANIZATION INVESTMENT RELATED: YES TITLE: BOARD MEMBER DUTIES: BOARD OF DIRECTORS MEETING AND COMMITTEE MEETINGS TO SET POLICY FOR THE CREDIT UNION START DATE: 9/28/2020 HOURS PER MONTH: 3 HOURS PER MONTH DURING TRADING HOURS: 1 3)PHYSICIANS MUTUAL 406 SCIENCE DRIVE, STE. 310, MADISON, WI 53711 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: SALES OF HEALTH INSURANCE START DATE: 9/8/2023 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-08-12 |
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