Daniel James Weber

Current Employers

Employment History

• 10/2017 → 01/2024
  Woodbury Financial Services Inc
  New Holstein, WI
• 10/1999 → Present
  Belke Financial Group
  New Holstein, WI
• 01/2024 → Present
  Osaic Wealth, Inc.
  New Holstein, WI

Previous Registrations

• 2017-10-26 → 2024-01-19
  Woodbury Financial Services, Inc.
  New Holstein, WI
  Naples, FL
  New Holstein, WI
• 2010-11-29 → 2017-10-26
  Sii Investments, Inc.
  New Holstein, WI
• 2005-08-30 → 2010-11-30
  Capital Financial Services, Inc.
  New Holstein, WI
  New Holstein, WI

Other Businesses

1. WEBEME LLC POSITION: member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/04/2001 ADDRESS: N10266 Gulig Rd, Malone WI 53049, United States DESCRIPTION: member of LLC holding real estate 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 Dr, Green Bay WI 54304, United States DESCRIPTION: Share Best Practices 3. INSURANCE / BELKE FINANCIAL GROUP POSITION: Owner / Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 11/01/1999 ADDRESS: 2210 Calumet Drive, New Holstein WI 53061, United States DESCRIPTION: Provide financials solutions to clients in form of commissionable products. Products include fixed insurance product sales for commission. 4. ALETIS PROPERTIES LLC POSITION: co-owner NATURE: LLC, this LLC owns the building that Belke Financial Group operates within. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2013 ADDRESS: 2210 Calumet Drive, New Holstein WI 53061, United States DESCRIPTION: co-owner of this LLC with spouse, Karen Weber. 5. NOTARY / BELKE FINANCIAL GROUP POSITION: Notary Public NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2010 ADDRESS: 2210 Calumet Drive, New Holstein WI 53061, United States DESCRIPTION: Notarize Signatures 6. ALETIS INVESTMENTS LLC POSITION: owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2013 ADDRESS: 2210 Calumet Drive, New Holstein WI 53061, United States DESCRIPTION: entity for accounting of business income 7. BELKE CO DBA BELKE FINANCIAL GROUP POSITION: Registered Representative / Financial Advisor / Co-Owner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 11/01/1999 ADDRESS: 2210 Calumet Drive, New Holstein WI 53061, United States DESCRIPTION: Financial advisor and registered representative of Woodbury Financial Services. 8. LAKEVIEW DREAMS LLC POSITION: member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2020 ADDRESS: N10266 Gulig Rd, Malone WI 53049, United States DESCRIPTION: real estate owned by family members 9. FARMING POSITION: co-owner NATURE: Farming INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2010 ADDRESS: N10266 Gulig Rd, Malone WI 53049, United States DESCRIPTION: own farmland

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-04
• S63 Uniform Securities Agent State Law Examination
  1998-11-20