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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-01 |
| KY | RA | APPROVED | 2023-09-01 |
| MN | RA | APPROVED | 2023-09-01 |
| WI | RA | APPROVED | 2023-09-01 |
Branch Locations
840 Challenger Drive Suite 171, Green Bay, WI 54311 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial | Green Bay | WI | 08/2014 | 09/2023 |
| Osaic Wealth, Inc. | Green Bay | WI | 09/2023 | Present |
1) JEANNE L WOLF POSITION: Agent NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2000 ADDRESS: 840 Challenger Dr, Suite 171, Green Bay WI 54311, United States DESCRIPTION: Insurance Sales and Services 2) WOLF FINANCIAL SERVICES, LLC POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 160 START DATE: 08/29/2014 ADDRESS: 840 Challenger Dr, Suite 1711, Green Bay WI 54311, United States DESCRIPTION: securities investments, advisory services relating to investment advice, financial planning 3) MISSION GUIDES INTERNATIONAL POSITION: advisory board member NATURE: Equipping people to travel and complete Christian mission trips both domestically and abroad INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2020 ADDRESS: 515 South Irwin Ave, Green Bay WI 54301, United States DESCRIPTION: review the Executive directors activities and encourage his progress in equipping teams and training churches on missions
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-19 |
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