Joshua Peter Ringelberg

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

• 02/2020 → 06/2024
  Rbc Capital Markets, Llc
  Milwaukee, WI
• 01/2016 → 12/2019
  University Wisconsin Whitewater
  Whitewater, WI
• 05/2018 → 08/2019
  Martin Brower
  Whitewater, WI
• 03/2018 → 04/2018
  Nike Outlet
  Johnson Creek, WI
• 05/2017 → 09/2017
  Arena Americas
  Oak Creek, WI
• 06/2024 → Present
  Osaic Wealth, Inc.
  Hales Corners, WI

Previous Registrations

• 2021-06-17 → 2024-06-04
  Rbc Capital Markets, Llc
  Milwaukee, WI

Exams

• S66 Uniform Combined State Law Examination
  2021-06-15