Joanna George Burish

Current Employers

Employment History

• 01/2014 → Present
  Mti Red, Llc
  Madison, WI
• 09/2016 → 09/2022
  Northwestern Mutual Investment Services Llc
  Middleton, WI
• 09/2016 → 05/2019
  Karl Dettmann
  Middleton, WI
• 07/2019 → 09/2022
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 01/2021 → 09/2022
  Northwestern Mutual Wealth Management Company
  Milwuakee, WI
• 09/2022 → 01/2025
  Lincoln Financial Advisors Corporation
  Madison, WI
• 01/2025 → Present
  Osaic Wealth, Inc.
  Madison, WI

Previous Registrations

• 2024-02-26 → 2025-01-24
  Osaic Fa, Inc.
  Madison, WI

Other Businesses

1) JOANNA BURISH 406 SCIENCE DRIVE SUITE 310 MADISON, WI 53711 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: SELF DUTIES: SALE AND SERVICE OF ACCIDENT AND HEALTH INSURANCE, DISABILITY INSURANCE, EQUITY INDEXED ANNUITIES, FIXED ANNUITIES, TRADITIONAL LIFE INSURANCE, AND LONG-TERM CARE INSURANCE. START DATE: 09/01/2022 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 2) MTI-RED, LLC MADISON, WI 53719 CATEGORY: REAL ESTATE/LLC INVESTMENT-RELATED: YES TITLE: OWNER DUTIES: HOLD PERSONAL REAL ESTATE INVESTMENTS IN THE LLC START DATE: 09/01/2022 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 0 3) THE BROADS NETWORK MADISON, WI 53729 CATEGORY: BOARD/COMMITTEE MEMBER INVESTMENT-RELATED: NO TITLE: OWNER DUTIES: THE BROADS NETWORK IS MY NON-PROFIT I STARTED IN 2012. IT'S A COACHING AND MASTERMIND COLLABORATION OF FEMALE EXECUTIVES AND BUSINESS OWNERS START DATE: 9/1/2022 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 4) MTI-RED, LLC POSITION: Owner NATURE: I plan to hold personal real estate investments in the LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2022 ADDRESS: 8114 Star Grass Drive, Madison WI 53719 DESCRIPTION: MTI-RED, LLC is my company that I plan to hold personal real estate investments in. 5) BOARD MEMBER FOR MADISON SYMPHONY ORCHESTRA, INC. POSITION: Board Member NATURE: Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 2 START DATE: 05/10/2023 ADDRESS: 1 S. Pinckney Street, Suite 818, Madison WI 53703 DESCRIPTION: The mission of the Madison Symphony Orchestra, Inc. is to produce high quality concerts of orchestral, instrumental, vocal, and choral music, to educate and entertain audiences of all ages in the Madison area and beyond, and to advocate music as a universal language of expression and understanding. 6) BOARD MEMBER FOR THE OVERTURE POSITION: Board Member NATURE: Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/01/2022 ADDRESS: 201 State Street, Madison WI 53703 DESCRIPTION: As a board member for The Overture, I will help with the mission of bringing the arts to Madison, WI with the vision to provide "Extraordinary Experiences for All", Overture's mission is to "Support and elevate our community's creative culture, economy and quality of life through the arts."? Board meetings a few times per year to help with the stated vision of the Overture's vision. 7) BOARD MEMBER FOR THE WISCONSIN CHAMBER ORCHESTRA POSITION: Board Member NATURE: Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/01/2023 ADDRESS: 321 E. Main St., Madison WI 53703 DESCRIPTION: As a board member, I will help with the mission stated above and to help bring a younger fanbase to the events. The Wisconsin Chamber Orchestra was founded in 1960 by Gordon B. Wright as the Madison Summer Symphony Orchestra. The Summer Symphony's repertoire consisted of great orchestral music from all ages. Since becoming one of the resident companies of Overture, the WCO has fully established itself as one of the premier chamber ensembles in the United States and brings the best of classical music to hundreds of thousands of Wisconsinites each year.? 8) CUSTER BURISH FINANCIAL SERVICES, LLC POS: Pres & CEO NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HRS: 160 SECURITIES TRADING HRS: 160 START DATE: 9/13/21 ADDY: Madison WI 53711 DESCRIPT: Oversee the company, which includes operations, financials, and growth strategies. 9) JOANNA GEORGE BURISH - FOUNDER - THE BRAUDS NETWORK POS: Board Member, Committee Member, Owner NATURE: It's a coaching and mastermind collaboration of female executives and business owners. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 9/1/22 ADDY: Madison WI 53729 DESCRIPT: non-profit I started in 2012, a women's empowerment mastermind.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-21
• S63 Uniform Securities Agent State Law Examination
  2018-02-02

Other Names

• Joanna Shurrush
• Joanna Shurrush
• Joanna George Burish