Joshua Winter

Current Employers

Employment History

• 12/2013 → 02/2021
  Verizon Wireless
  Appleton, WI
• 04/2021 → 08/2021
  Focus Financial Network
  Minneapolis, MN
• 04/2021 → 08/2021
  Royal Alliance Associates, Inc.
  Minneapolis, MN
• 02/2021 → 04/2021
  Unemployed
  Plover, WI
• 08/2021 → Present
  Osaic Wealth, Inc.
  Weston, WI
• 09/2021 → Present
  Focus Financial
  Minneapolis, MN

Other Businesses

1. Sunny Winter Rentals, LLC. POSITION: Owner/Manager NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 4 START DATE: 12/13/2019 ADDRESS: 2330 Heatherton Lane, Plover WI 54467, United States DESCRIPTION: Accept applications for renting out duplex units, process applications, collect rent, and respond to tenant requests for repairs. 2. SUNNY WINTER RENTALS, LLC POSITION: Owner/Manager NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 4 START DATE: 12/13/2019 ADDRESS: 312 Poplar Ave, Plover WI 54467, United States DESCRIPTION: Accept applications for renting out duplex units, process applications, collect rent, and respond to tenant requests for repairs. 3. Village of Plover; investment-related = NO; 2400 Post Road, Plover, WI; Municipality; Committee Member-Planning Commission; 5/1/2019; 2 hours/month; 0 hours/month during trading hours; Review/approve/decline site plan reviews and requests for ordinance amendments. 4. VILLAGE OF PLOVER POSITION: Committee Member - Board of Zoning Appeals NATURE: Municipality INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2019 ADDRESS: 2400 Post Road, Plover WI 54467, United States DESCRIPTION: Review zoning appeals and collaborate whether or not to approve or deny with other committee members 5. FOCUS FINANCIAL NETWORK INC POSITION: Insurance Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 09/17/2021 ADDRESS: 3530 Stewart Ave, Wausau WI 54401, United States DESCRIPTION: Sales and service of Life, A&D, Health, and LTC insurance 6. POA POSITION: POA NATURE: Other - Health Care POA & Financial POA INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/08/2023 ADDRESS: 2330 Heatherton Lane, Plover WI 54467, United States DESCRIPTION: Contingent/Successor POA for Health Care and Financial for my sister and brother-in-law in case both become incapacitated 7. POA POSITION: POA NATURE: Other - Health Care POA & Financial POA INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/08/2023 ADDRESS: 312 Poplar Ave, Plover WI 54467, United States DESCRIPTION: Contingent/Successor POA for Health Care and Financial for my sister and brother-in-law in case both become incapacitated 8. WILL EXECUTOR POSITION: Will Executor NATURE: Other - Executor of Joint Will INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/08/2023 ADDRESS: 2330 Heatherton Lane, Plover WI 54467, United States DESCRIPTION: Execute a will for my sister and brother-in-law in case both pass away at the same time 9. WILL EXECUTOR POSITION: Will Executor NATURE: Other - Executor of Joint Will INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/08/2023 ADDRESS: 312 Poplar Ave, Plover WI 54467, United States DESCRIPTION: Execute a will for my sister and brother-in-law in case both pass away at the same time 10. FOCUS FINANCIAL NETWORK INC POSITION: Financial Advisor NATURE: RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/17/2021 ADDRESS: 3530 Stewart Ave, Wausau WI 54401, United States DESCRIPTION: -Manage money for clients-Asset allocating-Open accounts-Process paperwork-Attend client meetings-Answer phones 11. VILLAGE OF PLOVER POSITION: Committee Member - Plan Commission NATURE: Municipality INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2019 ADDRESS: 2400 Post Road, Plover WI 54467, United States DESCRIPTION: Review/Approve/Decline site plan reviews and request for ordinance amendments

Exams

• S66 Uniform Combined State Law Examination
  2021-09-16

Other Names

• Josh Winter