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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-01-19 |
Branch Locations
2210 Calumet Drive C/O Belke Financial Group, New Holstein, WI 53061 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full-Time Student | New Holstein | WI | 07/2009 | Present |
| Buechel Dairy Farm | New Holstein | WI | 12/2015 | 08/2017 |
| B&P Thelen Mink Ranch | New Holstein | WI | 06/2014 | 05/2018 |
| Belke Financial Group | New Holstein | WI | 05/2018 | Present |
| Woodbury Financial Services Inc | New Holstein | WI | 07/2019 | 01/2024 |
| Osaic Wealth, Inc. | New Holstein | WI | 01/2024 | Present |
1) BELKE FINANCIAL GROUP POSITION: Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 05/15/2020 ADDRESS: 2210 Calumet Drive, New Holstein WI 53061, United States DESCRIPTION: Meet with clients to understand financial goals and provide investment advice. 2)BELKE FINANCIAL GROUP POSITION: Insurance Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/13/2019 ADDRESS: 2210 Calumet Drive, New Holstein WI 53061, United States DESCRIPTION: Provide insurance products to solve for clients` financial needs as appropriate. 3) TENACITY ADVISORY GROUP POSITION: Affiliated Advisor NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2019 ADDRESS: 2700 Vernon Dr., Green Bay WI 54304, United States DESCRIPTION: Share best practices.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-13 |
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