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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-09-01 |
Branch Locations
W6110 Aerotech Dr Suite D, Appleton, WI 54914 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc | Appleton | WI | 01/2009 | Present |
| Osaic Wealth, Inc. | Appleton | WI | 09/2023 | Present |
1) OTHER;BEHM AND ASSOCIATES,INC;NO;W6110 AEROTECH DR SUITE D APPLETON WISCONSIN 54914;CORPORATION;OWNER;05-01-2008;8;2;FINANCIAL ANALYST DURING DIVORCE PROCESS;INSURANCE;BEHM AND ASSOCIATES;YES;W6110 AEROTECH DR SUITE D APPLETON WISCONSIN 54914;SOLE PROPRIETORSHIP;08/05/2000;5;5;INSURANCE SALES 2) SUSAN BEHM POSITION: OWNER NATURE: PERSONAL INVESTMENT RELATED: NO NUMBER OF HOURS: 2 INVESTMENT RELATED HOURS: 0 START DATE: 02/01/1998 ADDRESS: W6428 EVERGLADE, GREENVILLE WI 54942 DESCRIPTION: COLLECT THE RENT MAINTAIN UP KEEP 3) BEHM & ASSOCIATES POSITION: Notary Public NATURE: NOTARY PUBLIC IN STATE OF WISCONSIN INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/15/2015 ADDRESS: W6110 Aerotech Dr.-Ste D, Appleton WI 54914, United States DESCRIPTION: Notarize documents for current clients/customers
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-08-08 |
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