Logan Taylor Nienhaus

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 03/2018
  Consolidated Construction Company
  Appleton, WI
• 04/2018 → 01/2024
  Woodbury Financial Services Inc
  New Holstein, WI
• 01/2024 → Present
  Osaic Wealth, Inc.
  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

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