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Dustin Scott Soulek

Osaic Wealth, Inc.

Oneida, 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 2024-01-19
  • WI RA
    APPROVED
    Since 2024-01-19

Branch Locations

1260 Centennial Centre Blvd #300, Oneida, WI 54155 • 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
Sii Investments/ Kas Investment Services Inc Green Bay WI 03/2001 10/2017
Kas Investment Services Inc Green Bay WI 03/2001 Present
Costco Wholesale Green Bay WI 09/2013 02/2025
Green Bay Packaging Green Bay WI 06/2017 11/2021
Woodbury Financial Services Inc Oneida WI 10/2017 01/2024
Osaic Wealth, Inc. Oneida WI 01/2024 Present
  • 03/2001 → 10/2017
    Sii Investments/ Kas Investment Services Inc
    Green Bay, WI
  • 03/2001 → Present
    Kas Investment Services Inc
    Green Bay, WI
  • 09/2013 → 02/2025
    Costco Wholesale
    Green Bay, WI
  • 06/2017 → 11/2021
    Green Bay Packaging
    Green Bay, WI
  • 10/2017 → 01/2024
    Woodbury Financial Services Inc
    Oneida, WI
  • 01/2024 → Present
    Oneida, WI
Previous Registrations
  • 2017-10-27 → 2024-01-19
    Woodbury Financial Services, Inc.
    Oneida, WI
  • 2011-05-17 → 2017-10-27
    Sii Investments, Inc.
    Oneida, WI
Other Businesses

1) KASINVESTMENT SERVICES, INC POSITION: Admin NATURE: S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/1999 ADDRESS: 1260 Centennial Centre Blvd, Suite 300, Oneida WI 54155, United States DESCRIPTION: Administrative 2) COSTCO POSITION: RTV Clerk NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 12 START DATE: 09/01/2013 ADDRESS: 2355 Landmark Blvd, Green Bay WI 54311, United States DESCRIPTION: Return to Vendor (RTV) Clerk 3) LOUISIANA PACIFIC POSITION: Electro/mechanical Technician NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 195 SECURITIES TRADING HOURS: 0 START DATE: 01/04/2021 ADDRESS: 4575 Anston Rd, Green Bay WI 54313, United States DESCRIPTION: fix equipment

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-05-16
  • S66 Uniform Combined State Law Examination
    2011-05-16

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