Brian John Witz

Current Employers

Employment History

• 05/2010 → Present
  Schleicher Financial
  Appleton, WI
• 06/2013 → 01/2024
  Woodbury Financial Services, Inc.
  Appleton, WI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Appleton, WI

Previous Registrations

• 2013-06-20 → 2024-01-19
  Woodbury Financial Services, Inc.
  Appleton, WI
• 2004-08-24 → 2013-06-21
  Packerland Brokerage Services, Inc.
  Green Bay, WI
  Appleton, WI
  Green Bay, WI

Other Businesses

1. WITZ FINANCIAL POSITION: owner NATURE: Sales of fixed, insurance, notary services and DBA for security and non security related business INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 05/01/2010 ADDRESS: 47 Park Place, ste 375, Appleton WI 54914, United States DESCRIPTION: Sales of fixed, insurance, notary services and DBA for security and non security related business 2. WITZ TAX SERVICE POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2019 ADDRESS: 210 S Bluemound Dr, Appleton WI 54914, United States DESCRIPTION: Process federal and state income taxes 3.BENEFIT EDUCATORS - WEB DOMAIN POSITION: The purpose of this OBA is disclose my ownership of the domain website www.benefiteducators.com. I utilize it through my fixed insurance appointment with Aflac by referring potential fixed insurance business for small groups on disability and short-term insurance to other Aflac agents who are better skilled to service the client than I am. I do not receive any compensation for any referrals and I can drop the ownership of the website or transfer it to one of the other reps, who take ownership at any time. NATURE: I own the domain website: www.benefiteducators.com INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/07/2026 ADDRESS: 47 Park Place, Ste 375, Appleton WI 54914, United States DESCRIPTION: I own the domain website www.mybenefiteducators.com

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-04-18

Other Names

• Brian J Witz