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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-01-19 |
Branch Locations
2210 Calumet Drive C/O Belke Financial Group, New Holstein, WI 53061 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-21 |
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