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Daniel R Hill

Osaic Wealth, Inc.

Sheboygan, WI

CRD 5039129

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Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2024-06-14
  • WI RA
    APPROVED
    Since 2024-06-14

Branch Locations

Sheboygan, WI • 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
Securities America Inc. La Vista NE 04/2010 06/2024
Securities America Advisors La Vista NE 04/2010 06/2024
Osaic Wealth, Inc. Sheboygan WI 06/2024 Present
Osaic Wealth, Inc. Sheboygan WI 06/2024 Present
  • 04/2010 → 06/2024
    Securities America Inc.
    La Vista, NE
  • 04/2010 → 06/2024
    Securities America Advisors
    La Vista, NE
  • 06/2024 → Present
    Sheboygan, WI
  • 06/2024 → Present
    Sheboygan, WI
Previous Registrations
Other Businesses

1.USADVISORS NETWORK INSURANCE AGENY, LLC POSITION: Agent / Producer NATURE: Insurance Agent / Producer INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/01/2020 ADDRESS: 2526 N 8th St, Sheboygan WI 53083 DESCRIPTION: Providing various insurance solutions for clients as requested - Carrier Appointment Required. 2.SHEBOYGAN AREA SCHOOL DISTRICT POSITION: Substitute Teacher NATURE: Substitute Teacher INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 09/01/2016 ADDRESS: 830 Virginia Ave, Sheboygan WI 53081 DESCRIPTION: Serving as a substitute teacher within the district if warranted. 3. SHEBOYGAN AREA SCHOOL DISTRICT POSITION: Substitute Teacher NATURE: Substitute Teacher INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 09/01/2016 ADDRESS: 3330 Stahl Road, Sheboygan WI 53081, United States DESCRIPTION: Serving as a substitute teacher within the school district if/when warranted. 4. USADVISORS INSURANCE AGENY, LLC POSITION: Agent / Producer NATURE: Contracted as a Licensed Only Producer (Solicitor) under USAdvisors Insurance Agency, LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/01/2020 ADDRESS: 15752 Venture Lane, Eden Prairie MN 55344, United States DESCRIPTION: Providing various insurance solutions for clients as requested - Carrier Appointment Required.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-11-23
  • S66 Uniform Combined State Law Examination
    2005-11-23

View on SEC IAPD

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