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Craig Eldon Schnuelle

Osaic Wealth, Inc.

Watertown, WI

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-01-19
WI RA APPROVED 2024-01-19
  • TX RA
    APPROVED
    Since 2024-01-19
  • WI RA
    APPROVED
    Since 2024-01-19

Branch Locations

535 Milford Street Ste A1, Watertown, WI 53094 • 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
Sii Investments Watertown WI 10/2011 11/2017
Woodbury Financial Services Inc Watertown WI 11/2017 01/2024
Osaic Wealth, Inc. Watertown WI 01/2024 Present
  • 10/2011 → 11/2017
    Sii Investments
    Watertown, WI
  • 11/2017 → 01/2024
    Woodbury Financial Services Inc
    Watertown, WI
  • 01/2024 → Present
    Watertown, WI
Previous Registrations
  • 2017-11-01 → 2024-01-19
    Woodbury Financial Services, Inc.
    Watertown, WI
    Watertown, WI
    Naples, FL
  • 2011-10-05 → 2017-11-01
    Sii Investments, Inc.
    Watertown, WI
    Appleton, WI
    Waukesha, WI
  • 2004-08-27 → 2011-09-23
    Madison, WI
    Watertown, WI
Other Businesses

1) VILLAGE OF PALMYRA WI POSITION: Chair NATURE: Municipality INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/02/2019 ADDRESS: 100 Taft Street, Palmyra WI 53156, United States DESCRIPTION: Here appeals of current zoning regulations 2) SCHNUELLE, WITTE & ASSOC. POSITION: Financial Advisor NATURE: Just a marketing name INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2017 ADDRESS: 535 Milford Street, Ste A1, Watertown WI 53094, United States DESCRIPTION: Marketing name 3) TRACK MEET VOLUNTEER POSITION: N/A NATURE: Depending on my schedule I volunteer at High School and Middle School Track Meets in the School District of Jefferson and Palmyra-Eagle Area School District. Some meets pay a stipend of $25-$50. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2024 ADDRESS: 700 West Milwaukee Street, Jefferson WI 53549, United States DESCRIPTION: Help run track meets. I did one total meet last year. 4) SCHNUELLE, WITTE & ASSOC POSITION: Financial Advisor NATURE: Insurance agency, The Krause Agency, so I can sell Medicaid Compliant SPIA's through ELCO. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 09/30/2024 ADDRESS: 535 Milford Street, Ste A1, Watertown WI 53094, United States DESCRIPTION: Process the annuity applications per the instructions of a Eldercare Attorney. 5) SCHNUELLE, WITTE & ASSOC. POSITION: Owner NATURE: Refer clients to Medicare Back Office for help with Medicare and Medicare Supplement. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/17/2025 ADDRESS: 535 Milford Street, Watertown WI 53094, United States DESCRIPTION: Referral only. 6) TENACITY ADVISORY GROUP POSITION: Affiliated Advisor NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2017 ADDRESS: 2700 Vernon Dr, Green Bay WI 54304, United States DESCRIPTION: Share best practices.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-08-26
  • S66 Uniform Combined State Law Examination
    2004-08-26
Designations

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