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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-19 |
| WI | RA | APPROVED | 2024-01-19 |
Branch Locations
535 Milford Street Ste A1, Watertown, WI 53094 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-26 |
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