Gregory Steven Casper

Current Employers

Employment History

• 08/2014 → 11/2017
  Sii Investments, Inc.
  Sheboygan, WI
• 11/2017 → 01/2024
  Woodbury Financial Services Inc
  Sheboygan, WI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Sheboygan, WI

Previous Registrations

• 2017-11-10 → 2024-01-19
  Woodbury Financial Services, Inc.
  Sheboygan, WI
  Naples, FL
  Sheboygan, WI
• 2014-08-13 → 2017-11-10
  Sii Investments, Inc.
  Sheboygan, WI
• 2014-01-24 → 2014-08-21
  Mml Investors Services, Llc
  Madison, WI
• 2012-05-30 → 2013-02-19
  Filbrandt Investment Advisers Incorporated
  Middleton, WI

Other Businesses

1. CASPER ENTERPRISES LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 12/21/2017 ADDRESS: 625 N. 8th Street, Sheboygan WI 53081, United States DESCRIPTION: Landlord 2. 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: 625 N. 8th Street, Sheboygan WI 53081, United States DESCRIPTION: Share Best Practices 3)THE FINANCIAL GROUP, INC. POSITION: Representative NATURE: OFFERING FIXED INSURANCE PRODUCTS INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 08/13/2014 ADDRESS: 625 N. 8th Street, Sheboygan WI 53081, United States DESCRIPTION: OFFERING FIXED INSURANCE PRODUCTS 4)BNI POSITION: President NATURE: Nonprofit INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 10/02/2025 ADDRESS: 128 Smith St, Plymouth WI 53073, United States DESCRIPTION: Facilitate and Lead Meetings

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-01-07
• S65 Uniform Investment Adviser Law Examination
  2012-05-29

Designations