Nathan M Windschitl

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/1999 → Present
  Woodmen Accident And Life
  Eagan, MN
• 08/2002 → 02/2018
  Ohio National Financial Services
  Cincinnati, OH
• 06/2012 → 02/2018
  The O. N. Equity Sales Company
  Cincinnati, OH
• 02/2018 → 01/2024
  Woodbury Financial Services Inc
  New Ulm, MN
• 01/2024 → Present
  Osaic Wealth, Inc.
  New Ulm, MN

Previous Registrations

• 2018-02-20 → 2024-01-19
  Woodbury Financial Services, Inc.
  New Ulm, MN
• 2013-12-19 → 2018-02-28
  On Investment Management Co
  Eagan, MN
  Cincinnati, OH

Other Businesses

1. LIFE INSURANCE SALES POSITION: Rep NATURE: I am a investment rep with Woodbury Financial Services and I also use life insurance in part of my process. INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 04/20/1999 ADDRESS: 322 North Minnesota St., New Ulm MN 56073, United States DESCRIPTION: I work with life insurance to provide a plan with my clients. 2. SHAKOPEE LIONS BOARD MEMBER POSITION: Board Member NATURE: Lions Club International is the parent organization. Shakopee is a local chapter. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/13/2016 ADDRESS: Shakopee, Shakopee MN 55379, United States DESCRIPTION: Acting board member for Shakopee Lions. Help vote on decisions for the club and their events. 3. ALLIANCE BANK POSITION: Employee NATURE: Financial Institution INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/21/2018 ADDRESS: 322 North Minnesota, New Ulm MN 56073, United States DESCRIPTION: W2 employee at the bank for business operations, no compensation is received.

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-03-28