William Thomas Isaacs

Current Employers

Employment History

• 10/1999 → Present
  Wealth Strategies, Inc.
  Muncie, IN
• 02/2002 → Present
  Executive Enterprises, Llc
  Muncie, IN
• 05/2016 → 11/2018
  Signator Investors, Inc.
  Muncie, IN
• 11/2018 → Present
  Osaic Wealth, Inc.
  Indianapolis, IN

Previous Registrations

• 2016-05-13 → 2018-11-02
  Signator Investors, Inc.
  Greenville, OH
  Muncie, IN
  Indianapolis, IN
• 2001-01-22 → 2016-05-13
  Transamerica Financial Advisors, Llc
  Muncie, IN
  Greenville, OH
  Muncie, IN

Other Businesses

1. WEALTH STRATEGIES, INC POSITION: OFFICER/DIRECTOR NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 130 START DATE: 05/13/1997 ADDRESS: 207 N High St, Muncie IN 47305, United States DESCRIPTION: Work with clients to help them attain their financial goals. 2. INDEPENDENT INSURANCE AGENT POSITION: Insurance Agent NATURE: Individual INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 7 START DATE: 01/01/2000 ADDRESS: 207 N High St, Muncie IN 47305, United States DESCRIPTION: Selling insurance products 3. EXECUTIVE ENTERPRISES POSITION: Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 02/01/2002 ADDRESS: 207 N High St, Muncie IN 47305, United States DESCRIPTION: Not investment related. Rental property 4. HABITAT FOR HUMANITY POSITION: Committee Member NATURE: non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2018 ADDRESS: 1923 S Hoyt Avenue, Muncie IN 47302, United States DESCRIPTION: Serve on finance committee - review budget and financials and provide input 5. YMCA OF MUNCIE POSITION: Finance committee Member NATURE: Non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 2 START DATE: 07/01/2012 ADDRESS: 500 S Mulberry St, Muncie IN 47305, United States DESCRIPTION: Finance Committee member - review financials, budget, offer input on questions that arises 6. WS PLANS LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2025 ADDRESS: 207 N High St, Muncie IN 47305, United States DESCRIPTION: This is the new entity that was set up when I purchased the book of business (Wealth Strategies) from David. We still market under the Wealth Strategies name but this is the entity that I own it in. 7. MINNETRISTA CULTURAL CENTER POSITION: Finance Committee Member NATURE: Non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/01/2025 ADDRESS: 1200 N Minnetrista Parkway, Muncie IN 47303, United States DESCRIPTION: Member of finance committee. review financials, budget and provide input.

Exams

• S66 Uniform Combined State Law Examination
  2000-11-07
• S63 Uniform Securities Agent State Law Examination
  2000-03-13

Designations

Other Names

• Will T Isaacs