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Adam Robert Katch

Osaic Wealth, Inc.

Green Bay, WI

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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

2700 Vernon Dr., Green Bay, WI 54304 • 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
Sii Investments, Inc. Appletn WI 06/2006 07/2018
Private Client Services Louisville KY 07/2018 06/2021
Woodbury Financial Services Inc De Pere WI 06/2021 01/2024
Osaic Wealth, Inc. De Pere WI 01/2024 Present
  • 06/2006 → 07/2018
    Sii Investments, Inc.
    Appletn, WI
  • 07/2018 → 06/2021
    Private Client Services
    Louisville, KY
  • 06/2021 → 01/2024
    Woodbury Financial Services Inc
    De Pere, WI
  • 01/2024 → Present
    Osaic Wealth, Inc.
    De Pere, WI
Previous Registrations
  • 2021-06-22 → 2024-01-19
    Woodbury Financial Services, Inc.
    De Pere, WI
  • 2018-07-13 → 2021-06-22
    Private Client Services, Llc
    Appleton, WI
    Louisville, KY
  • 2006-12-01 → 2018-06-25
    Sii Investments, Inc.
    Appleton, WI
  • 2018-02-27 → 2018-06-25
    Invest Financial Corporation
    Appleton, WI
    Appleton, WI
    Appleton, WI
  • 2012-02-22 → 2018-06-25
    Investment Centers Of America, Inc.
    Appleton, WI
    Appleton, WI
  • 2018-02-27 → 2018-06-25
    National Planning Corporation
    Appleton, WI
    Los Angeles, CA
    Los Angeles, CA
  • 2012-02-22 → 2015-12-31
    National Planning Corporation
    Los Angeles, CA
    Denver, CO
    Los Angeles, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-10-14
  • S66 Uniform Combined State Law Examination
    2005-10-14

View on SEC IAPD

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Other Investors

CHRISTOPHER LEE FEUTZ
MONTANA MORGAN TILLMANN
MARK BRIAN PIPER
Zachary Mano Gilson
MARK ANDREW ENGLES
TIMOTHY ARNOLD BENES
Cal David Jensen
KENNETH JOSEPH MELOTTE

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · GREEN BAY, WI
MELOTTE FINANCIAL ADVISORS · GREEN BAY, WI
ONELEGACY ADVISORS, LLC · GREEN BAY, WI
THRIVENT INVESTMENT MANAGEMENT INC. · Green Bay, WI
J.P. MORGAN SECURITIES LLC · GREEN BAY, WI
AMERIPRISE FINANCIAL SERVICES, LLC · GREEN BAY, WI
BARINGTON CAPITAL MANAGEMENT, LLC · GREEN BAY, WI
HARBOUR INVESTMENTS, INC. · GREEN BAY, WI

More in Green Bay, WI

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