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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baker & Launder, Sc | Verona | WI | 02/2007 | Present |
| Self Employed | Belleville | WI | 11/2006 | Present |
| Woodbury Financial Services, Inc | Verona | WI | 08/2010 | 01/2024 |
| Osaic Wealth, Inc. | Verona | WI | 01/2024 | Present |
1. BAKER SCHULTZ TAX AND FINANCIAL LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 07/01/2020 ADDRESS: 351 Prairie Heights Drive, Verona WI 53593, United States DESCRIPTION: Tax preparation and planning services 2. LATTICE CPA POSITION: Owner and Manager NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 12/01/2025 ADDRESS: 351 Prairie Heights Drive, Verona WI 53593, United States DESCRIPTION: Tax preparation and planning, accounting services 3. BAKER SCHULTZ TAX AND FINANCIAL LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/01/2020 ADDRESS: 351 Prairie Heights Drive, Verona WI 53593, United States DESCRIPTION: Tax preparation and planning services. After January 1st 2026 activities tax services will be done through another entity Lattice CPA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-07 |
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