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Rebecca Cokins Hammer

Osaic Wealth, Inc.

Waukesha, WI

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2024-06-14
  • WI RA
    APPROVED
    Since 2024-06-14

Branch Locations

2727 N Grandview Blvd, Suite 208, Waukesha, WI 53188 • 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
Securities Service Network, Inc Brookfield MI 08/2014 09/2020
Ssn Advisory, Inc Brookfield MI 08/2014 09/2020
Securities America, Inc. Waukesha WI 09/2020 06/2024
Securities America Advisors, Inc. Waukesha WI 09/2020 06/2024
Osaic Wealth, Inc. Waukesha WI 06/2024 Present
Osaic Wealth, Inc. Waukesha WI 06/2024 Present
  • 08/2014 → 09/2020
    Securities Service Network, Inc
    Brookfield, MI
  • 08/2014 → 09/2020
    Ssn Advisory, Inc
    Brookfield, MI
  • 09/2020 → 06/2024
    Securities America, Inc.
    Waukesha, WI
  • 09/2020 → 06/2024
    Securities America Advisors, Inc.
    Waukesha, WI
  • 06/2024 → Present
    Waukesha, WI
  • 06/2024 → Present
    Waukesha, WI
Previous Registrations
  • 2020-09-18 → 2024-06-14
    Securities America Advisors, Inc.
    Brookfield, WI
    Waukesha, WI
  • 2014-09-03 → 2020-09-18
    Ssn Advisory, Inc.
    Brookfield, WI
  • 2011-02-28 → 2014-09-03
    St Louis, MO
    Waukesha, WI
    Oconomowoc, WI
Other Businesses

1. DBA - Courts Financial Strategies 2. COURTS FINANCIAL STRATEGIES LLC POSITION: Tax preparer NATURE: Tax preparation and tax planning. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 10/01/2023 ADDRESS: 2727 N Grandview Blvd Ste 208, Waukesha WI 53188, United States DESCRIPTION: Providing tax preparation and tax planning services for Clients. 3. COURTS FINANCIAL STRATEGIES LLC POSITION: Advisor NATURE: Name of the Wealth Management firm where I practice. INVESTMENT RELATED: Yes NUMBER OF HOURS: 48 SECURITIES TRADING HOURS: 15 START DATE: 09/01/2023 ADDRESS: 2727 N Grandview Blvd Ste 208, Waukesha WI 53188 DESCRIPTION: Financial planning, retirement planning, asset management, insurance.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-02-25
  • S66 Uniform Combined State Law Examination
    2011-02-25
Designations
Other Names
  • Rebecca Allison Cokins
  • Rebecca Hammer

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