Samuel Reinhold Wigand

Current Employers

Employment History

• 11/2018 → 06/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Colorado Springs, CO
• 01/2016 → 10/2018
  Pwc
  Denver, CO
• 09/2012 → Present
  Pack Country Outfitters
  Yampa, CO

Previous Registrations

• 2019-03-01 → 2020-06-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Colorado Springs, CO
  New York, NY

Other Businesses

1) Name of outside business organization: Pack Country Outfitters Investment related: No Address of business: Yampa, CO Position, title, association: Hunting Guide Start date of relationship: September, 2012 Number of hours devoted monthly: 40 Hrs/Year Number of hours devoted monthly during trading hours: 20 Hrs/Year Duties: Guide paying customers in the mountains of northwest Colorado seeking to harvest elk, deer, and bear. - 2) Name: Ducks Unlimited Position: Investment Sub-Committee Nature: Community organization - wetlands conservation Investment Related: Yes Hours: 1 Securities Trading Hours: 1 Start Date: 08/03/2022 Address: 1 Waterfowl Way, Memphis TN 38120, United States Description: I will NOT have access to disburse funds or make direct investment decisions on my own. I will take part in discussion the nature and direction of the investment decisions but won't ever have sole discretion to make decisions. 3) Board Position, Outfitters for Christ. Non-profit. Comp. and Chairman and oversight of Audit Committees. Not investment related. Affiliated- Jan. 2019. 4) Name: Cattle Farm Position: Owner/Operator Nature: Cattle Investment Related: No Hours: 5 Securities Trading Hours: 0 Start Date: 4/26/2021 Address: 13100 W 72nd Ave, Arvada CO 80005 Description: Owner/Operator 5) Name: O'K Cattle Company Position: Owner/Operator Nature: Farm Investment Related: No Hours: 5 Securities Trading Hours: 0 Start Date: 4/26/2021 Address: 13100 W 72nd Ave, Arvada CO 80005 Description: Owner/Operator 6) INTEGRATED WEALTH HOLDINGS POSITION: Manager NATURE: Non-operating holding company to own Wigand Integrated Wealth, Wigand Integrated Tax and Advisory. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/05/2024 ADDRESS: 2 N. Cascade Ave, Colorado Springs CO 80903, United States DESCRIPTION: Administrative. 7) WIGAND INTEGRATED TAX & ADIVSORY POSITION: CEO NATURE: Operating entity to provide tax, accounting, and other non-investment related advice and services INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 06/15/2024 ADDRESS: 2 N Cascade Ave, Colorado Springs CO 80903 DESCRIPTION: Management. 8) OUTFITTERS FOR CHRIST POSITION: Board Member NATURE: Community organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: 24300 Routt Co Rd 11, Yampa CO 80483, United States DESCRIPTION: Chair of Audit Com. – Comp Com. 9) WESTERN SKIES HOLDINGS POSITION: Owner NATURE: Holding co for Wigand Integrated Wealth and Wigand Integrated Tax and Advisory. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/16/2025 ADDRESS: 13100 West 72nd Avenue, Arvada CO 80005, United States DESCRIPTION: Owner 10) WESTERN STOCK SHOW ASSOCIATION POSITION: Membership Comm. NATURE: Community organization. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2026 ADDRESS: 4655 Humboldt St, Denver CO 80216, United States DESCRIPTION: Membership Comm.

Exams

• S66 Uniform Combined State Law Examination
  2019-02-28

Other Names

• Samuel R Wigand
• Samuel Wigand