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Logan Taylor Nienhaus

Osaic Wealth, Inc.

New Holstein, 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

2210 Calumet Drive C/O Belke Financial Group, New Holstein, WI 53061 • 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
Consolidated Construction Company Appleton WI 01/2015 03/2018
Woodbury Financial Services Inc New Holstein WI 04/2018 01/2024
Osaic Wealth, Inc. New Holstein WI 01/2024 Present
  • 01/2015 → 03/2018
    Consolidated Construction Company
    Appleton, WI
  • 04/2018 → 01/2024
    Woodbury Financial Services Inc
    New Holstein, WI
  • 01/2024 → Present
    New Holstein, WI
Previous Registrations
  • 2018-05-21 → 2024-01-19
    Woodbury Financial Services, Inc.
    New Holstein, WI
Other Businesses

1. BELKE FINANCIAL GROUP POSITION: Insurance Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/10/2018 ADDRESS: 2210 Calumet Dr, PO Box 139, New Holstein WI 53061, United States DESCRIPTION: Provide insurance products to solve for clients' financial needs as appropriate. 2. BELKE FINANCIAL GROUP POSITION: Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 04/02/2018 ADDRESS: 2210 Calumet Dr, PO Box 139, New Holstein WI 53061, United States DESCRIPTION: Meet with clients to understand financial goals and provide investment advice. 3. TENACITY ADVISORY GROUP 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 4. WEALTH NAVIGATORS LLC POSITION: Owner NATURE: This single member LLC was created for accounting of commissions received from Woodbury. INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 05/01/2019 ADDRESS: W1500, Chilton WI 53014, United States DESCRIPTION: This single member LLC was created for accounting of commissions received from Woodbury. 5. BELKE FINANCIAL GROUP POSITION: Insurance Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/10/2018 ADDRESS: 2210 Calumet Dr, PO Box 139, New Holstein WI 53061, United States DESCRIPTION: Provide insurance products to solve for clients' financial needs as appropriate. 6. BELKE FINANCIAL GROUP - DBA POSITION: The purpose of the OBA is to disclose my DBA, Belke Financial Group NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 04/02/2018 ADDRESS: 2210 Calumet Dr, PO Box 139, New Holstein WI 53061, United States DESCRIPTION: Meet with clients to understand financial goals and provide investment advice.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-05-21
  • S66 Uniform Combined State Law Examination
    2018-05-21

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