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Eric Christopher Tweeden

Osaic Wealth, Inc.

Brookfield, WI

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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 2024-01-19
GA RA APPROVED 2024-01-19
WI RA APPROVED 2024-01-19
  • FL RA
    APPROVED
    Since 2024-01-19
  • GA RA
    APPROVED
    Since 2024-01-19
  • WI RA
    APPROVED
    Since 2024-01-19

Branch Locations

16655 W Bluemound Rd Suite 150, Brookfield, WI 53005 • 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
Matrise/Polzin Retirement Planning Corp. Brookfield WI 12/1994 Present
Mpc Advisors, Llc Brookfield WI 02/2011 04/2017
Girard Securities, Inc. San Diego CA 02/2011 04/2017
Woodbury Financial Services Inc Brookfield WI 04/2017 01/2024
Osaic Wealth, Inc. Brookfield WI 01/2024 Present
  • 12/1994 → Present
    Matrise/Polzin Retirement Planning Corp.
    Brookfield, WI
  • 02/2011 → 04/2017
    Mpc Advisors, Llc
    Brookfield, WI
  • 02/2011 → 04/2017
    Girard Securities, Inc.
    San Diego, CA
  • 04/2017 → 01/2024
    Woodbury Financial Services Inc
    Brookfield, WI
  • 01/2024 → Present
    Brookfield, WI
Previous Registrations
  • 2017-04-21 → 2024-01-19
    Woodbury Financial Services, Inc.
    Brookfield, WI
  • 2011-02-28 → 2017-10-30
    Mpc Advisers, Llc
    Brookfield, WI
  • 1996-09-05 → 2011-02-28
    Securian Financial Services, Inc.
    Brookfield, WI
    Brookfield, WI
Other Businesses

1. MPC INSURANCE SERVICES LLC POSITION: Agent NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2020 ADDRESS: 16655 W.Bluemound Road #150, Brookfield WI 53005, United States DESCRIPTION: Life insurance and fixed annuity sales 2. POA FOR MOTHER JENNIFER TWEEDEN POSITION: POA NATURE: Durable and Healthcare Power of attorney for my mother INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/07/2021 ADDRESS: 112 Long Meadow Driv, Hartland WI 53029, United States DESCRIPTION: POA for future use 3. MIDWEST PLANNING COMPANY DBA MPC ADVISERS POSITION: financial adviser for Woodbury Financial Services NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 16655 West Bluemound Road Suite 150, Brookfield WI 53005, United States DESCRIPTION: service corporation for marketing purposes only

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-09-23
S63 Uniform Securities Agent State Law Examination 1996-08-30
  • S65 Uniform Investment Adviser Law Examination
    1998-09-23
  • S63 Uniform Securities Agent State Law Examination
    1996-08-30
Other Names
  • Eric Christopher Tweeden
  • Eric Tweeden

View on SEC IAPD

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