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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-09-01
KY RA APPROVED 2023-09-01
MN RA APPROVED 2023-09-01
WI RA APPROVED 2023-09-01
  • FL RA
    APPROVED
    Since 2023-09-01
  • KY RA
    APPROVED
    Since 2023-09-01
  • MN RA
    APPROVED
    Since 2023-09-01
  • WI RA
    APPROVED
    Since 2023-09-01

Branch Locations

840 Challenger Drive Suite 171, Green Bay, WI 54311 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sagepoint Financial Green Bay WI 08/2014 09/2023
Osaic Wealth, Inc. Green Bay WI 09/2023 Present
  • 08/2014 → 09/2023
    Sagepoint Financial
    Green Bay, WI
  • 09/2023 → Present
    Green Bay, WI
Previous Registrations
  • 2014-09-03 → 2023-09-01
    Osaic Services, Inc.
    Scottsdale, AZ
    Green Bay, WI
  • 2007-09-21 → 2014-09-05
    Denmark, WI
    Wrightstown, WI
    Denmark, WI
    Madison, WI
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-12-19
  • S66 Uniform Combined State Law Examination
    2000-12-19
Other Names
  • Jeanne Lynn Fencl
  • Jeanne Lynn Heim

View on SEC IAPD

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