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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2024-01-19
  • WI RA
    APPROVED
    Since 2024-01-19

Branch Locations

297 N Lake Ave, Phillips, WI 54555 • United States

625 Ellingson Ave, Hawkins, WI 54530 • United States

882 E Perkins Street, Medford, WI 54451 • 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
Lac Du Flambeau Pubublic School District Lac Du Flambeau WI 08/2016 06/2019
Lakeside Financial Consultants, Inc. Phillips And Medford WI 06/2018 Present
Lakeland Union High School Minocqua WI 08/2016 10/2019
Woodbury Financial Services Inc Medford WI 07/2018 01/2024
Osaic Wealth, Inc. Medford WI 01/2024 Present
  • 08/2016 → 06/2019
    Lac Du Flambeau Pubublic School District
    Lac Du Flambeau, WI
  • 06/2018 → Present
    Lakeside Financial Consultants, Inc.
    Phillips And Medford, WI
  • 08/2016 → 10/2019
    Lakeland Union High School
    Minocqua, WI
  • 07/2018 → 01/2024
    Woodbury Financial Services Inc
    Medford, WI
  • 01/2024 → Present
    Medford, WI
Previous Registrations
  • 2019-07-15 → 2024-01-19
    Woodbury Financial Services, Inc.
    Phillips, WI
    Medford, WI
    Woodruff, WI
    Hawkins, WI
    Medford, WI
    Menomonie, WI
Other Businesses

1. PIONEER RENTAL PROPERTIES, LLC POSITION: Rental Property Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/02/2020 ADDRESS: 880 E Perkins Street, Medford WI 54451, United States DESCRIPTION: I own rental properties, which I collect rent and pay mortgage on. 2. TENACITY ADVISORY GROUP POSITION: Affiliated Advisor NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2024 ADDRESS: 566 Red Bird Circle, Depere WI 54115, United States DESCRIPTION: Share best practices 3. PIONEER FINANCIAL CONSULTANTS POSITION: Investment Advisor Representative/Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 01/02/2024 ADDRESS: 882 E Perkins Street, Medford WI 54451, United States DESCRIPTION: LISTEN TO CLIENTS NEEDS AND WILL IT WITH THE ABOVE PRODUCTS TO FILL THEIR NEEDS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-07-12
  • S66 Uniform Combined State Law Examination
    2019-07-12
Other Names
  • Matthew Krueger

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