Irina Vladimirovna Lueth

Current Employers

Employment History

• 09/2000 → Present
  Lueth Enterprises, Llc
  Hartford, WI
• 01/2004 → Present
  Lueth Financial,Inc.
  Pewaukee, WI
• 05/2016 → 01/2024
  Woodbury Financial Services Inc
  Rubicon, WI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Pewaukee, WI

Previous Registrations

• 2016-05-05 → 2024-01-19
  Woodbury Financial Services, Inc.
  Waukesha, WI
  Waukesha, WI
  Rubicon, WI
  Naples, FL
  Pewaukee, WI
• 2012-09-26 → 2015-11-11
  Ssn Advisory, Inc.
  Brookfield, WI
• 2009-05-12 → 2012-10-08
  Lpl Financial Llc
  Brookfield, WI
• 2007-04-13 → 2009-05-14
  Woodbury Financial Services, Inc.
  Pewaukee, WI
  Naples, FL
  Pewaukee, WI
• 2007-01-31 → 2007-05-31
  Investment Advisors International, Inc.
  Pewaukee, WI

Other Businesses

1. IMG POSITION: health insurance agent NATURE: Insurance Agent INV RELATED: No # OF HOURS: 1 SEC TRD HOURS: 0 START DATE: 6/2/17 ADDRESS: W900 Paine Rd, Rubicon WI 53078 DESCR: Sale of the travel health insurance. Primary as additional service to my clients. 2. DIVERSIFIED BROKERAGE SERVICES, INC POSITION: independent contractor NATURE: Inc INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/15/2019 ADDRESS: 5501 Excelsior Blvd, Minneapolis MN 55416, United States DESCRIPTION: Sell life insurance and fixed annuities to my clients 3.LUETH ENTERPRISES, LLC POSITION: in charge of books NATURE: It is family LLC. This LLC is a real estate OBA to buy, sell and rent real estate as a family business and for personal purposes only We own one residential apartment complex- non-investment related. Management company manages it. My husband and I own this LLC 50/50. INV RELATED: Yes NUMBER OF HOURS: 5 SEC TRD HOURS: 0 START DATE: 11/1/00 ADDRESS: W900 Paine Rd, Rubicon WI 53078 DESCRI: I oversee books for this LLC 4. LUETH FINANCIAL, INC. POSITION: owner NATURE: S Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2004 ADDRESS: 325 Forest Grove Dr, Pewaukee WI 53072, United States DESCRIPTION: It is holding company for income all financial and insurance services. I also will do taxes through Lueth Financial as well. It is non-investment related company. 5.DIVERSIFIED WEALTH STARTEGIES, LLC POSITION: Vice President/ Registered Representative NATURE: LLC INV RELATED: Yes #OF HOURS: 160 SEC TRD HOURS: 5 START DATE: 11/1/19 ADDRESS: 325 Forest Grove Dr, Ste 201, Pewaukee WI 53072 DESCR: I am doing securities business with Diversified Wealth Strategies, LLC as DBA Anthony Carini, another rep in my office is owner and president of this DBA and will use his DBA Diversified Wealth Strategies, LLC for my securities business 6.SOVEREIGN SELECT LLC POSITION: health and life insurance agent NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2019 ADDRESS: 325 Forest Grove Dr., Suite 201, Pewaukee WI 53072 DESCRIPTION: Another supporting health and life insurance agency I am using to sell Medicare advantage, Medicare supplement health insurance plans and life insurance. I am going to sell health and life insurance through the companies affiliated with Sovereign Select LLC 7.JSA POSITION: independent contractor NATURE: Life and Health insurance Agency. I ma using them for certain life and health insurance products. I am spending usually 10 hours per month except during enrollment period for medicare supplemental insurance. Then I will spend up to 80 hours per month. Most of the hours after securities trading hours. INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 20 START DATE: 05/11/2016 ADDRESS: 1175 Lombardi Ave, Suite 100, Green Bay WI 54304, United States DESCRIPTION: I am independent contractor to sell life and health insurance products through companies contracted with JSA.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-11-05
• S63 Uniform Securities Agent State Law Examination
  1994-06-17

Other Names

• Irina Netchaeva