Todd Michael Gerbig

Current Employers

Employment History

• 01/2011 → 02/2018
  Sii Investments
  De Pere, WI
• 02/2018 → 01/2024
  Woodbury Financial Services Inc
  Green Bay, WI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Green Bay, WI

Previous Registrations

• 2018-02-13 → 2024-01-19
  Woodbury Financial Services, Inc.
  Green Bay, WI
• 2012-10-31 → 2018-02-13
  Sii Investments, Inc.
  Green Bay, WI
  De Pere, WI
  Appleton, WI
  De Pere, WI
  Appleton, WI
  Appleton, WI
  De Pere, WI
• 2012-07-31 → 2012-11-06
  Msi Financial Services, Inc.
  De Pere, WI

Other Businesses

1) HORSE COLLAR LODGE LLC POSITION: Landowner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/30/2011 ADDRESS: 1730 Spring Hills Lane, De Pere WI 54115, United States; DESCRIPTION: I pay the property taxes, insurance and maintenance expenses from the Horse Collar LLC checkbook.Each landowner contributes their share to the cabin account annually. The account maintains a minimal balance and several of the owners have access to the account. 2) AIR BNB POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 08/10/2017 ADDRESS: 1730 Spring Hill Lane, De Pere WI 54115, United States; DESCRIPTION: I receive payment for renting out space mainly during football season 3) TODD M. GERBIG FINANCIAL MANAGEMENT LLC POSITION: Sole Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/09/2024 ADDRESS: 1730 Spring Hills Ln, De Pere WI 54115, United States DESCRIPTION: LLC set up for tax purposes 4) WOODMEN FINANCIAL RESOURCES POSITION: Insurance Specialist NATURE: W-2 employee of Woodmen Resources INVESTMENT RELATED: Yes NUMBER OF HOURS: 9 SECURITIES TRADING HOURS: 10 START DATE: 09/14/2018 ADDRESS: 1234 S. Ridge Rd., Green Bay WI 54304, United States DESCRIPTION: Service a book of existing insurance clients and provide insurance product guidance.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-07-19
• S63 Uniform Securities Agent State Law Examination
  2008-07-30

Other Names

• Todd Gerbig