Anthony John Jasen

Current Employers

Employment History

• 10/2014 → Present
  Jasen Wealth Advisors, Llc
  West Bend, WI
• 04/2001 → 01/2024
  Woodbury Financial Services Inc
  West Bend, WI
• 01/2024 → 08/2024
  Osaic Wealth, Inc.
  West Bend, WI
• 08/2024 → Present
  Lpl Financial Llc
  West Bend, WI

Previous Registrations

• 2024-01-19 → 2024-08-26
  Osaic Wealth, Inc.
  West Bend, WI
• 2001-07-27 → 2024-01-19
  Woodbury Financial Services, Inc.
  Kewaskum, WI
  Kewaskum, WI
  Lomira, WI
  West Bend, WI

Other Businesses

1) 08/2024 - JASEN WEALTH ADVISORS, LLC / DBA for LPL Business (entity for LPL business) / Investment Related / 120 Hours/Month At reported business location(s) 2) 08/2024 - Notary / Inv. Related / West Bend WI / Start date 08/25/2021 - 3) 08/2024 - Non Variable Insurance / Investment Related / West Bend WI / Start date 10/01/2014 - 40 hrs per month - 1 % Time spent 4) 08/2024 - OneSource Advisor Group, LLC / Business Entity For Tax/Investment Purposes Only / Non Inv. Related / West Bend WI / Start date 07/23/2014 - 5) 08/2024 - WEALTHCARE GROUP LLC / Business Entity For Tax/Investment Purposes Only / Owner / Non Inv. Related / West Bend WI / Start date 01/22/2003 6) 08/2024 - DUALCOMP LLC / Business Entity For Tax/Investment Purposes Only / Owner / Non Inv. Related / West Bend WI / Start date 08/12/2004 7) 08/2024 - WEST BEND PROFESSIONAL CENTER, LLC / Real Estate Rental / Owner / Inv. Related / WI 53095 / Start date 07/01/2014- 4 Hrs per month - 1 % Time Spent 8) 08/2024 - DUALINER / Busines Owner / non Inv. Related / West Bend WI / Start date 09/01/2015 - 40 hrs per month - 5 % Time Spent 9) 08/20/2024 - Jasen Wealth Insurance - Non-Variable Insurance - Inv Related - 40 Hours/Month - At Reported Business Location(s) - Start Date: 08/19/2024

Exams

• S66 Uniform Combined State Law Examination
  2002-11-18
• S63 Uniform Securities Agent State Law Examination
  1994-02-04

Other Names

• Tony Jasen