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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-09-01 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Packerland Brokerage Services, Inc. | Green Bay | WI | 08/2005 | 11/2018 |
| Sagepoint Financial, Inc. | Appleton | WI | 11/2018 | Present |
| Osaic Wealth, Inc. | Appleton | WI | 09/2023 | Present |
1) OWNER/INDEPENDENT INS. AGENT/ BALTHAZOR & STRUBE FINANCIAL & INS. SERVICES, APPLETON WI 54912. APPOINTED W/ VARIOUS COMPANIES, START DATE 2/1997, INVEST. RELATED, TYPE OF PRODUCTS LIFE, HEALTH, LTC, DISABILITY, HEALTH AND FIXED & EQUITY INDEXED ANNUITIES. 45 HRS A MONTH TIME DEVOTED. 2) BALTHAZOR STRUBE FINANCIAL POSITION: president NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 120 START DATE: 01/05/1997 ADDRESS: 2 N. Systems Drive, Appleton WI 54914, United States DESCRIPTION: paperwork, prospecting, compliance, and meeting w clients
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-07-21 |
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