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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2020-07-30 |
Branch Locations
245 S Eau Claire Street, Mondovi, WI 54755 • United States
2020 N Hillcrest Pkwy Suite 100, Altoona, WI 54720 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Altoona School District | Altoona | WI | 09/2002 | Present |
| Osaic Wealth, Inc. | Eau Claire | WI | 10/2019 | Present |
1. LEGACY WEALTH MANAGEMENT POSITION: Sole proprietor - wealth manager NATURE: Legacy Wealth Management, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2025 ADDRESS: 2020 N Hillcrest Parkway, Suite 100, Altoona WI 54720, United States DESCRIPTION: Assist clients with investments, retirement planning and insurance needs. 2. TENACITY ADVISORY GROUP POSITION: Affiliated Advisor NATURE: S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2025 ADDRESS: 2702 Vernon Dr., Green Bay WI 54304, United States DESCRIPTION: Share Best Practices 3. HOME 4 HEALING POSITION: Officer NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2025 ADDRESS: S3130 Oak Knoll Dr., Fall Creek WI 54742, United States DESCRIPTION: Research and implement vision 4. FALL CREEK GRIDIRON CLUB, INC POSITION: Officer NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/15/2025 ADDRESS: E15425 CTY RD D, FALL CREEK WI 54742, United States DESCRIPTION: Plan and coordinate 5. LEGACY WEALTH MANAGEMENT TAX ADVISORS LLC DBA ACTION TAX SERVICE POSITION: Partner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 01/06/2026 ADDRESS: 1122 Birch St, Eau Claire WI 54703, United States DESCRIPTION: My business partner (Dale Robl) and I have acquired a tax preparation practice,Action Tax Servicein Eau Claire, WI. The business provides individual and small business tax preparation services. We will not be preparing the taxes. I may receive compensation related to ownership and/or services provided. This activity is separate from my role as a financial advisor and will be conducted in compliance with firm policies, including disclosure, supervision, and avoidance of conflicts of interest.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-29 |
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