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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-11-03 |
| MN | RA | APPROVED | 2023-11-03 |
| WI | RA | APPROVED | 2023-11-03 |
Branch Locations
1433 North Water St. Suite 400 & 500, Milwaukee, WI 53202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corporation | Milwaukee | WI | 06/2020 | 11/2023 |
| Pricewaterhousecoopers Llp | Milwaukee | WI | 07/2015 | 06/2020 |
| Osaic Wealth, Inc. | Milwaukee | WI | 11/2023 | Present |
1) FIDUCIARY MANAGEMENT GROUP, LLC POSITION: Director - Retirement Plan Services NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 128 START DATE: 04/25/2022 ADDRESS: 250 E. Wisconsin Ave, 18th Floor, Milwaukee WI 53202, United States DESCRIPTION: Day-to-day management of qualified retirement plans, includes plan sponsor support, group participant education, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-21 |
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