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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-03-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Kimberly | WI | 08/2025 | 01/2026 |
| Macdonald & Owen Lumber Co. | West Salem | WI | 11/2017 | 06/2025 |
| Marine Credit Union | La Crosse | WI | 05/2015 | 09/2017 |
| Osaic Wealth, Inc. | Kimberly | WI | 01/2026 | Present |
1.ZIMMER FINANCIAL GROUP POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/07/2026 ADDRESS: 717 Eisenhower Drive, Kimberly WI 54136, United States DESCRIPTION: Advise clients on investments and general finance related questions. 2.ZIMMER FINANCIAL GROUP, LLC POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/07/2026 ADDRESS: 717 Eisenhower Drive, Kimberly WI 54136, United States DESCRIPTION: Advise clients on investments and general finance related questions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-18 |
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