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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2022-08-26 |
| NM | RA | APPROVED | 2020-12-22 |
| AR | RA | APPROVED | 2020-12-17 |
| SD | RA | APPROVED | 2020-12-16 |
| WY | RA | APPROVED | 2020-11-17 |
| GA | RA | APPROVED | 2020-11-06 |
| FL | RA | APPROVED | 2020-10-05 |
| CA | RA | APPROVED | 2020-09-29 |
| IN | RA | APPROVED | 2020-09-29 |
| MN | RA | APPROVED | 2020-09-29 |
| NC | RA | APPROVED | 2020-09-28 |
| OH | RA | APPROVED | 2020-09-28 |
| TX | RA | APPROVED | 2020-09-28 |
| WI | RA | APPROVED | 2020-09-28 |
Branch Locations
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
4311 N Lightning Drive Suite #2, Appleton, WI 54913 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oarsman Capital Inc. | Brookfield | WI | 12/2008 | Present |
| Triad Advisors, Inc. | Norcross | GA | 12/2012 | 08/2024 |
| Osaic Wealth, Inc. | Brookfield | WI | 08/2024 | Present |
1) INVESTMENT DESIGNERS POSITION: OWNER NATURE: INSURANCE SALES INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1991 ADDRESS: 4311 N. LIGHTNING DR, Appleton WI 54913, United States DESCRIPTION: OFFER INSURANCE PRODUCTS TO CLIENTS AS NEEDED 2) NACKERS PROPERTIES,LLC POSITION: owner NATURE: rental real estate INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2015 ADDRESS: 211 Harbor Ridge Road, Chilton WI 53014, United States DESCRIPTION: own rentable single family homes 3) NACKERS LEASING LLC POSITION: owner/member NATURE: rental-office building INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/29/2018 ADDRESS: 211 Harbor Ridge Rd, Chilton WI 53014, United States DESCRIPTION: commercial building owner 4) VACATION RENTAL PROPERTY POSITION: partner NATURE: rental property, condo on Maui INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2020 ADDRESS: 211 Harbor Ridge Rd, Chilton WI 53014, United States DESCRIPTION: Partner - no duties involved 5) NOTARY PUBLIC POSITION: Notary NATURE: Notary Public INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/22/2022 ADDRESS: 4311 N Lightning Dr, Appleton WI 54913, United States DESCRIPTION: notarize appropriate documents for clients
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-01-03 |
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