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Douglas Scott Bierman

Osaic Wealth, Inc.

Wausau, WI

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-09-01
WI RA APPROVED 2023-09-01
  • TX RA
    APPROVED
    Since 2023-09-01
  • WI RA
    APPROVED
    Since 2023-09-01

Branch Locations

2620 Stewart Avenue Suite 314, Wausau, WI 54401 • 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
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
  • 03/1996 → 03/2017
    Metropolitan Life Insurance Company
    Mosinee, WI
  • 03/1996 → 03/2017
    Metlife Securities Inc.
    Mosinee, WI
  • 07/2016 → 06/2018
    Massachusetts Mutual Life Insurance Company
    Springfield, MA
  • 03/2017 → 06/2018
    Wausau, WI
  • 06/2018 → Present
    Sagepoint Financial, Inc.
    Wausau, WI
  • 09/2023 → Present
    Wausau, WI
Previous Registrations
  • 2018-06-01 → 2023-09-01
    Osaic Services, Inc.
    Wausau, WI
    Milwaukee, WI
    Wausau, WI
  • 2017-03-25 → 2018-06-05
    Wausau, WI
  • 2006-08-29 → 2017-03-25
    Msi Financial Services, Inc.
    Wausau, WI
    Wausau, WI
    Milwaukee, WI
    Wausau, WI
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-03-17
  • S63 Uniform Securities Agent State Law Examination
    1997-03-17

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