Todd G Piontek

Current Employers

Employment History

• 05/2013 → 12/2017
  Sii Investmetns
  Green Bay, WI
• 12/2017 → 01/2024
  Woodbury Financial Services Inc
  Green Bay, WI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Green Bay, WI

Previous Registrations

• 2017-12-08 → 2024-01-19
  Woodbury Financial Services, Inc.
  Green Bay, WI
  Naples, FL
  Green Bay, WI
• 2013-05-17 → 2017-12-11
  Sii Investments, Inc.
  Green Bay, WI
• 2009-06-01 → 2013-06-13
  Morgan Stanley
  Green Bay, WI
• 2007-11-14 → 2009-06-01
  Citigroup Global Markets Inc.
  Green Bay, WI

Other Businesses

1. TENACITY ADVISORY GROUP, INC POSITION: Affiliated Advisor NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2019 ADDRESS: 2700 Vernon Dr, Green Bay WI 54304, United States DESCRIPTION: Share Best Practices 2. E4 INSURANCE SERVICES POSITION: Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/16/2020 ADDRESS: 951 Kimball Lane Suite 120, Verona WI 53593, United States DESCRIPTION: Sell/market insurance products 3. PIONTEK FINANCIAL SERVICES POSITION: President NATURE: S-Corp INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/28/2021 ADDRESS: 1812 Main Street, Green Bay WI 54302, United States DESCRIPTION: I lead the S-Corp to keep it compliant with the IRS. 4. PIONTEK REAL ESTATE LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/07/2021 ADDRESS: 1812 Main St, Green Bay WI 54302, United States DESCRIPTION: I opened this LLC to purchase the office building for my Securities business. 5. GREEN BAY AREA PUBLIC SCHOOLS POSITION: Assistant Cross Country Coach NATURE: Public School INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 0 START DATE: 08/24/2022 ADDRESS: 2222 Deckner Ave, Green Bay WI 54302, United States DESCRIPTION: Assistant coach to the boy's cross country team

Exams

• S66 Uniform Combined State Law Examination
  2007-11-13

Designations