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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-04-27
WI RA APPROVED 2024-01-19
  • TX RA
    APPROVED_RES
    Since 2026-04-27
  • WI RA
    APPROVED
    Since 2024-01-19

Branch Locations

Madison, WI • United States

904 Madison Ave, Fort Atkinson, WI 53538 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Arete Classical Academy Gilbert AZ 07/2018 01/2021
First Baptist Church Of Temple City Temple City CA 06/2017 06/2018
Moody Bible Institute Spokane WA 08/2013 06/2017
Moody Bible Institute Spokane WA 08/2014 06/2017
Woodbury Financial Services Inc Fort Atkinson WI 04/2021 01/2024
Osaic Wealth, Inc. Fort Atkinson WI 01/2024 Present
  • 07/2018 → 01/2021
    Arete Classical Academy
    Gilbert, AZ
  • 06/2017 → 06/2018
    First Baptist Church Of Temple City
    Temple City, CA
  • 08/2013 → 06/2017
    Moody Bible Institute
    Spokane, WA
  • 08/2014 → 06/2017
    Moody Bible Institute
    Spokane, WA
  • 04/2021 → 01/2024
    Woodbury Financial Services Inc
    Fort Atkinson, WI
  • 01/2024 → Present
    Fort Atkinson, WI
Previous Registrations
  • 2022-05-27 → 2024-01-19
    Woodbury Financial Services, Inc.
    Fort Atkinson, WI
Other Businesses

1. BROCKMANN FINANCIAL POSITION: Assistant NATURE: Life insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 04/12/2021 ADDRESS: 904 Madison Ave, Fort Atkinson WI 53538, United States DESCRIPTION: Help submit applications, track with insurance companies and third parties to make sure requirements are fulfilled until insurance is in force. 2. TENACITY ADVISORY GROUP POSITION: Affiliated advisor NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/05/2024 ADDRESS: 3.2700 Vernon Dr., Green Bay WI 54304, United States DESCRIPTION: Share best practices 3. BROCKMANN FINANCIAL POSITION: Managing partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 07/01/2024 ADDRESS: 904 Madison Ave, Fort Atkinson WI 53538, United States DESCRIPTION: This is the business we run our advisory practice through - I just bought in and was told to disclose it as an OBA. I'm an advisor and also am taking over the responsibilities of running the actual business.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-26
  • S66 Uniform Combined State Law Examination
    2022-05-26

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