Marsha Ann Walls

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

• 07/2007 → 01/2024
  Woodbury Financial Services Inc
  Green Bay, WI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Green Bay, WI

Previous Registrations

• 2009-03-13 → 2024-01-19
  Woodbury Financial Services, Inc.
  Green Bay, WI
  Green Bay, WI
  Green Bay, WI

Other Businesses

1) MARSHA A WALLS; NON INV REL; 3091A Voyager Drive Green Bay WI 54311; FIXED PRODUCTS THROUGH BROKERAGE AGENCIES; AGENT; START 1/1/2008; 15 HRS MONTH AND DURING TRADING HRS; AGENT. 2) NATIONAL FEDERATION OF IND BUSINESS; NONINV RELATED; 53 CENTURY BLVD STE 250 NASHVILLE,TN; ORG OF SMALL BUSINESSES; MEMBER; 01/14/2010; 1HR/MON; 1HR/MON; MEMBER. 3) MARSHA A WALLS POSITION: Agent NATURE: FIXED PRODUCTS THROUGH BROKERAGE AGENCIES; AGENT; START 1/1/2008; 15 HRS MONTH AND DURING TRADING HRS; AGENT. INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 01/01/2008 ADDRESS: 3091A Voyager Drive, Green Bay WI 54311, United States DESCRIPTION: Sell life insurance. 4) THE KLUSTY MOOSE POSITION: Hobbist NATURE: Hobby - selling honey and crafts at craft fairs INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2025 ADDRESS: 3032 Joy Lane, Green Bay WI 54311, United States DESCRIPTION: Selling crafts at craft fairs. WALLS WEALTH DESIGN, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 173 SECURITIES TRADING HOURS: 173 START DATE: 04/01/2015 ADDRESS: 3091A Voyager Drive, Green Bay WI 54311, United States DESCRIPTION: Assisting clients with insurance and investment needs.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-03-02
• S63 Uniform Securities Agent State Law Examination
  2007-11-14

Other Names

• Marsha Ann Bjerken