Brian Thomas Wilmet

Current Employers

Employment History

• 01/2015 → 02/2018
  Metlife Securities Inc.
  Brookfield, WI
• 03/2017 → 02/2018
  Mml Investors Services, Llc
  Milwaukee, WI
• 02/2018 → 09/2023
  Sagepoint Financial, Inc.
  Milwaukee, WI
• 09/2023 → Present
  Osaic Wealth, Inc.
  Milwaukee, WI

Previous Registrations

• 2018-02-09 → 2023-09-01
  Osaic Services, Inc.
  Milwaukee, WI
• 2017-03-25 → 2018-02-15
  Mml Investors Services, Llc
  Wauwatosa, WI
• 2015-01-02 → 2017-03-25
  Msi Financial Services, Inc.
  Milwaukee, WI
• 2013-03-26 → 2015-01-02
  New England Securities
  Brookfield, WI
• 2012-08-01 → 2013-03-04
  Bmo Harris Financial Advisors, Inc.
  Chicago, IL
• 2012-04-19 → 2012-08-01
  M&I Financial Advisors, Inc
  Milwaukee, WI
• 2010-07-16 → 2012-04-18
  M&I Investment Management Corp.
  Milwaukee, WI

Other Businesses

1. BRIAN WILMET POSITION: Independent Insurance Agent NATURE: Individual INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/12/2018 ADDRESS: 1200 N. Mayfair Rd. Suite 300, Milwaukee WI 53226, United States DESCRIPTION: Sale of fixed products as appropriate for clients 2. HIGH POINT CAPITAL GROUP, INC. POSITION: Shareholder NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2021 ADDRESS: 1200 N. Mayfair Rd. Suite 300, Milwaukee WI 53226, United States DESCRIPTION: Attend Shareholder meetings

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-07-15
• S63 Uniform Securities Agent State Law Examination
  2002-08-01