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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-02-06 |
Branch Locations
406 Science Drive Suite 310, Madison, WI 53711-1068 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Madison | WI | 07/2015 | 01/2025 |
| Osaic Wealth, Inc. | Madison | WI | 01/2025 | Present |
1. Kaitlyn Senn POSITION: Notary Public NATURE: Notary Public INVESTMENT RELATED: No HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/02/2017 ADDRESS: 406 Science Dr., Suite 310, Madison, WI 53711 DESCRIPTION: Duties associated with notary services for clients 2. KAITLYN SENN POSITION: Power of Attorney for mother NATURE: no business structure. Just myself INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/06/2026 ADDRESS: 406 Science Drive, Ste 310, Madison WI 53711, United States DESCRIPTION: My mother and father have named me as their financial power of attorney. My mother has one account under the management of our firm. My duties currently include helping consolidate assets, manage bills and banking.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-13 |
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