Kenneth Stuckert

Current Employers

Employment History

• 08/2002 → 10/2023
  Financial Solutions Llc.
  Waukesha, WI
• 10/2023 → Present
  World Investment Advisors, Llc
  Santa Barbara, CA
• 03/2016 → 06/2024
  Osaic Wealth, Inc.
  Jersey City, NJ
• 06/2024 → Present
  World Investments, Llc
  Lincroft, NJ

Previous Registrations

• 2009-05-07 → 2023-10-09
  Financial Solutions, Llc
  Waukesha, WI
  New Berlin, WI
  Waukesha, WI
• 2011-11-18 → 2016-03-16
  Osaic Wealth, Inc.
  Waukesha, WI
  New Berlin, WI

Other Businesses

1. Financial Solutions, LLC; Investment Related; 15885 W. National Ave, New Berlin, WI 53151; Wealth Management & Financial Planning; Partner; 3/24/2009; 160 hours per month; 160 hours during trading hours; Monitoring Client Portfolios and financial planning as a CFP. 2. Expert Tax & Trust Services, LTD.; Non-Investment Related; s192s8785 Settlement Ct., Muskego, WI 53150; Preparation of income taxes, CPA, Tax Services, Bookkeeping, and/or Accounting Services, and income tax planning owned by my wife, Amy Stuckert. Hourly/Fixed Fees are charged. Insured through Hiscox. Tax work done for individuals, etstates, trusts, S Corp's, partnerships, etc. Website is www.xprtax.com.; Officer/Director - Tax Preparer; 12/11/2001; 10 hours per month; 10 hours during trading hours; Preparation of income taxes and income tax planning. I am not compensated as my wife takes the profit distributions from the company. 3. Rental Properties - S4 Properties & LLC & Stuckert Family Properties LLC; Investment Related; 3158, 3158A, 3354, & 3356 S 37th Street, Milwaukee, WI 53215; Member, Officer/Director' 7/1/2010; 4 hours per month; 0 hours during trading hours; Own and maintain two rental properties for tenants. Maintain upkeep on property and collect rents. Tenants normally call my wife, Amy Stuckert or sister in-law Kristie Stuckert or brother Kyle Stuckert, for problems with the property or for showings. Sometimes they will email me at kstuckert@fsplanners.com or stuckertkr23@yahoo.com for problems or for making payments for rent on a monthly basis. This is strictly for our two rental properties that we own and are members of on 3158-3158A south 37th Street, Milwaukee, WI 53215 and 3354-3356 south 37th Street, Milwaukee, WI 53215. 4. Financial Solutions, LLC; Investment Related; 15885 W. National Ave, New Berlin, WI 53151; LIfe, disability, and long-term care insurance sales; Insurance Agent, Partner, Officer/Director; 8/30/2005; 10 hours per month; 10 hours during trading hours; Provide Insurance quotes, discuss with clients and prospects, sales of insurance. 5. KC NATIONAL LLC POSITION: LLC Member NATURE: Commercial Real Estate building rental which may in the future add additional commercial real estate to the partnership. This is an LLC owned by Kenneth Stuckert and Christopher Adams who is a client of Financial Solutions LLC. Ownership percentage is 50% Kenneth Stuckert and 50% Christopher Adams. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2021 ADDRESS: 15885 National Ave, New Berlin WI 53151 DESCRIPTION: Manage day to day operations which includes but not limited to tenant requests, collection of rents, and payments of bills.

Exams

• S66 Uniform Combined State Law Examination
  2009-02-17

Designations

Other Names

• Kenneth Robert Stuckert