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Angela Christine Abbott

Osaic Wealth, Inc.

Kimberly, 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_RES 2024-06-19
WI RA APPROVED 2024-06-14
  • TX RA
    APPROVED_RES
    Since 2024-06-19
  • WI RA
    APPROVED
    Since 2024-06-14

Branch Locations

717 Eisenhower Dr, Kimberly, WI 54136 • 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
Unemployed Appleton WI 11/2013 10/2019
Securities America, Inc. Kimberly WI 10/2019 06/2024
Securities America Advisors Kimberly WI 12/2021 06/2024
Osaic Wealth, Inc. Kimberly WI 06/2024 Present
Osaic Wealth, Inc. Kimberly WI 06/2024 Present
  • 11/2013 → 10/2019
    Unemployed
    Appleton, WI
  • 10/2019 → 06/2024
    Securities America, Inc.
    Kimberly, WI
  • 12/2021 → 06/2024
    Securities America Advisors
    Kimberly, WI
  • 06/2024 → Present
    Kimberly, WI
  • 06/2024 → Present
    Kimberly, WI
Previous Registrations
  • 2021-12-01 → 2024-06-14
    Securities America Advisors, Inc.
    Kimberly, WI
Other Businesses

1. ZIMMER FINANCIAL GROUP LLC POSITION: Financial Advisor NATURE: d/b/a for financial advisory services INVESTMENT RELATED: Yes NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 142 START DATE: 09/01/2021 ADDRESS: 717 Eisenhower Drive, Kimberly WI 54136, United States DESCRIPTION: financial advisory services 2. HIGHLAND CAPITAL POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/02/2021 ADDRESS: 717 Eisenhower Drive, Kimberly WI 54136, United States DESCRIPTION: I will be utilizing Highland Capital mostly for term insurance for clients that have that need. 3. PUBLIC NOTARY POSITION: Agent NATURE: Public Notary INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/17/2026 ADDRESS: 717 Eisenhower Drive, Kimberly WI 54136, United States DESCRIPTION: Notarize documents for clients, as needed.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-18
S63 Uniform Securities Agent State Law Examination 2007-09-21
  • S66 Uniform Combined State Law Examination
    2021-10-18
  • S63 Uniform Securities Agent State Law Examination
    2007-09-21
Other Names
  • Angela Christine Freiberg

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