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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-01-19 |
Branch Locations
1260 Centennial Centre Blvd #300, Oneida, WI 54155 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii Investments | Green Bay | WI | 06/2000 | 10/2017 |
| Woodbury Financial Services Inc | Oneida | WI | 10/2017 | 01/2024 |
| Osaic Wealth, Inc. | Oneida | WI | 01/2024 | Present |
1. KAS INVESTMENT SERVICES INC. POSITION: REGISTERED REPRESENTATIVE NATURE: S CORPORATION INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 10/27/2017 ADDRESS: 1260 CENTENNIAL CENTRE BLVD, SUITE 300, ONEIDA WI 54155, United States DESCRIPTION: REGISTERED REPRESENTATIVE FOR WOODBURY FINANCIAL DBA KAS INVESTMENTS INC.ADVISORY, LIFE, MUTUAL FUNDS, FIXED, INDEX, AND VARIABLE ANNUITIES. BUSINESS RETIREMENT PLANS, 401(K) PLANS AND PLANNING TO FIT OUR INDIVIDUAL CLIENT NEEDS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-08-01 |
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