Jeanne Lynn Wolf

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → 09/2023
  Sagepoint Financial
  Green Bay, WI
• 09/2023 → Present
  Osaic Wealth, Inc.
  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
  Lpl Financial Llc
  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

• S66 Uniform Combined State Law Examination
  2000-12-19

Other Names

• Jeanne Lynn Fencl
• Jeanne Lynn Heim