Karen Lynne Weber

Current Employers

Employment History

• 04/2011 → Present
  Belke Financial Group
  New Holstein, WI
• 06/2013 → 10/2017
  Sii Investments, Inc.
  New Holstein, WI
• 10/2017 → 01/2024
  Woodbury Financial Services Inc
  New Holstein, WI
• 01/2024 → Present
  Osaic Wealth, Inc.
  New Holstein, WI

Previous Registrations

• 2017-10-26 → 2024-01-19
  Woodbury Financial Services, Inc.
  New Holstein, WI
• 2014-01-02 → 2017-10-26
  Sii Investments, Inc.
  New Holstein, WI

Other Businesses

1. FARMING POSITION: co-owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2010 ADDRESS: N10266 Gulig Rd, Malone WI 53049 DESCRIPTION: farmland rental raise crops 2. BELKE MEMORIAL FUND POSITION: member NATURE: church INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2008 ADDRESS: 1702 VanBuren Street, New Holstein WI 53061 DESCRIPTION: church committee member, make decisions on investment proceeds and grant requests 3.WEBEME LLC POSITION: member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/04/2001 ADDRESS: N10266 Gulig Rd, Malone WI 53049 DESCRIPTION: real estate owned by family members 4. 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 5. INSURANCE / BELKE FINANCIAL GROUP POSITION: Insurance agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HRS: 6 SECURITIES TRADING HRS: 6 START DATE: 09/20/2011 ADDRESS: 2210 Calumet Drive, New Holstein WI 53061 DESCRIPTION: Provide insurance products to solve for clients for financial needs as appropriate 6. ALETIS PROPERTIES LLC POSITION: Co-owner with husband Dan Weber NATURE: LLC that owns our office building: No ; NUMBER OF HRS: 1 SECURITIES TRADING HRS: 1 START DATE: 01/01/2013 ADDRESS:: 2210 Calumet Drive, New Holstein WI 53061 DESCRIPTION: This LLC is holding company for our business real estate including our office building that Belke Financial Group is located in. 7. CPA / BELKE FINANCIAL GROUP POSITION: CPA NATURE: provide tax preparation service and tax advice for clients of our firm, Belke Financial Group. INVESTMENT RELATED: Yes NUMBER OF HRS: 80 SECURITIES TRADING HRS: 80 START DATE: 06/03/2010 ADDRESS: 2210 Calumet Drive, New Holstein WI 53061 DESCRIPTION: Provide tax preparation services and tax advice for clients of Belke Financial Group. 8. BELKE FINANCIAL GROUP POSITION: Co-owner / Registered Rep / Investment Advisor NATURE: Corp INVESTMENT RELATED: Yes NUMBER OF HRS: 120 SECURITIES TRADING HRS: 120 START DATE: 11/25/2013 ADDRESS: 2210 Calumet Drive, New Holstein WI 53061 DESCRIPTION: Owner of Belke Co, dba Belke Financial Group. Provide financial advice as registered representative and investment advisor as part of financial planning firm of Belke Financial Group. 9. POA/EXECUTOR/TRUSTEE FOR PARENT POSITION: POA/executor NATURE: parent INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/08/2013 ADDRESS: N10266 Gulig Rd, Malone WI 53049, United States DESCRIPTION: POA or executor 10. LAKEVIEW DREAMS LLC POSITION: member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2020 ADDRESS: N10266 Gulig Rd, Malone WI 53049, United States DESCRIPTION: real estate owned by family members 11. TOWN OF CALUMET POSITION: Plan Commission Member NATURE: Township INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/21/2023 ADDRESS: W2104 HWY HH, Malone WI 53049, United States DESCRIPTION: policy and zoning recommendations to Town Board

Exams

• S66 Uniform Combined State Law Examination
  2013-11-25

Other Names

• Karen Lynne Belke