David James Tassoul

Current Employers

Employment History

• 07/2003 → Present
  American General Life Insurance Company
  Luxemburg, WI
• 07/2007 → 10/2017
  Sii Investments, Inc.
  Green Bay, WI
• 10/2017 → 01/2024
  Woodbury Financial Services Inc
  Green Bay, WI
• 01/2024 → Present
  Osaic Wealth, Inc.
  De Pere, WI

Previous Registrations

• 2017-10-31 → 2024-01-19
  Woodbury Financial Services, Inc.
  Green Bay, WI
  De Pere, WI
• 2007-07-30 → 2017-11-01
  Sii Investments, Inc.
  Green Bay, WI
  Green Bay, WI

Other Businesses

1. FIXED INSURANCE SALES POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 11/01/2017 ADDRESS: 3000 Riverside Drive, Ste 150, Green Bay WI 54301, United States DESCRIPTION: Fixed insurance sales, including life insurance and fixed annuities 2. TENACITY ADVISORY GROUP, INC POSITION: Affiliated Advisor NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2019 ADDRESS: 2700 Vernon Drive, Green Bay WI 54304, United States DESCRIPTION: Share Best Practices 3. TAX MANAGEMENT SERVICES, INC. POSITION: Wealth Advisor NATURE: S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 10/01/2022 ADDRESS: 566 Redbird Circle, De Pere WI 54115, United States DESCRIPTION: This a marketing name. I do not currently do any taxes for clients. 4. AKL WEALTH MANAGEMENT POSITION: Owner NATURE: S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 03/01/2022 ADDRESS: 566 Redbird Circle, De Pere WI 54115, United States DESCRIPTION: Fixed insurance sales, including life insurance and fixed annuities

Exams

• S66 Uniform Combined State Law Examination
  2002-04-05

Designations