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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-09-01 |
| MN | RA | APPROVED | 2023-09-01 |
| NC | RA | APPROVED | 2023-09-01 |
| WI | RA | APPROVED | 2023-09-01 |
Branch Locations
W6110 Aerotech Drive Suite A, Appleton, WI 54914 • United States
1030 Seven Lakes Dr Suite A, West End, NC 27376 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc | Appleton | WI | 01/2009 | 09/2023 |
| Osaic Wealth, Inc. | Appleton | WI | 09/2023 | Present |
1) EW Properties; REAL ESTATE; MEMBER;non INVESTMENT RELATED; 3626 EAST AVE S. SUITE 2C, LACROSSE, WI 54601; LIMITED LIABILITY COMPANY, no times spent, silent partner 2) KEVIN GUSTAFSON; POSITION: Owner - NATURE: S Corp INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 02/01/2011; ADDRESS: w6110 Aerotech Drive ste A, Appleton WI 54914; DESCRIPTION: insurance sales and service
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-25 |
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