Erik John Lindenberg

Current Employers

Employment History

• 07/2010 → 11/2018
  Jhfn Sii
  Elm Grove, WI
• 11/2018 → Present
  Osaic Wealth, Inc.
  Brookfield, WI

Other Businesses

1. INSURANCE BROKER: LIFE, ANNUITIES, LTC, DI, GENWORTH & PRUCO, INSURANCE BROKERAGE,SALES, SALEAPPROXIMATE # OF HOURS PER MONTH: LESS THAN 10, APPROXIMATE # OF HOURS SPENT DURING REGULAR SECURITIES TRADING HOURS: LESS THAN 10..... 2. Insurance Broker: Life, Annuities, LTC, DI, at Voya Ins & Ann Company 909 Locus St Desmoine IA 50309, Start date 9/20/2015, one time service rep, approx. 1 hr mo and 1 trading hr.......... 3. ST. PETER LUTHERAN SCHOOL POSITION: Council President NATURE: Charitable Organization INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 09/17/2019 ADDRESS: 2229 W Greenfield Avenue, Milwaukee WI 53204, United States DESCRIPTION: Preside at all meetings of the council and perform other duties generally incumbent upon the office. 4. VANTAGEPOINTE FINANCIAL GROUP POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/28/2011 ADDRESS: 13400 Bishops Lane, Suite 150, Brookfield WI 53005, United States DESCRIPTION: Sales / marketing of securities and insurance products. 5. VANTAGEPOINTE FINANCIAL GROUP POSITION: Independent Contractor NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/28/2011 ADDRESS: 13400 Bishops Lane, Suite 150, Brookfield WI 53005, United States DESCRIPTION: Insurance Broker 6. INSURANCE BROKERAGE ALL LINES POSITION: Agent NATURE: Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 02/03/2012 ADDRESS: 13400 Bishop's Lane, Suite 150, Brookfield WI 53005, United States DESCRIPTION: Life, Health, Fixed Annuities, Disability Insurance, Long-Term Care

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-02-06
• S63 Uniform Securities Agent State Law Examination
  2009-12-07