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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-01 |
| WI | RA | APPROVED | 2023-09-01 |
Branch Locations
2620 Stewart Avenue Suite 314, Wausau, WI 54401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metropolitan Life Insurance Company | Mosinee | WI | 03/1996 | 03/2017 |
| Metlife Securities Inc. | Mosinee | WI | 03/1996 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 06/2018 |
| Mml Investors Services, Llc | Wausau | WI | 03/2017 | 06/2018 |
| Sagepoint Financial, Inc. | Wausau | WI | 06/2018 | Present |
| Osaic Wealth, Inc. | Wausau | WI | 09/2023 | Present |
1. DOUGLAS S BIERMAN POSITION: Agent NATURE: Independent agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2018 ADDRESS: 2620 Stewart Ave #314, Wausau WI 54401, United States DESCRIPTION: INDEPENDENT INSURANCE AGENT - Crump - FROM BUSINESS ADDRESS - 1SEC HOUR 1NON SEC HOUR - SELLING FIXED ANNUITIES, life insurance, crump - SINCE 04/2016 2. HIGH POINT CAPITAL GROUP POSITION: Wealth Manager NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 06/01/2023 ADDRESS: 2620 Stewart Ave #314, Wausau WI 54401, United States DESCRIPTION: Help clients with their investments including brokerage accounts, investment accounts and annuities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-03-17 |
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