Brice Michael Terbeest

Current Employers

Employment History

• 05/2014 → 01/2024
  Woodbury Financial Services, Inc.
  Markesan, WI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Ripon, WI

Previous Registrations

• 2014-11-12 → 2024-01-19
  Woodbury Financial Services, Inc.
  Ripon, WI

Other Businesses

1. PERICLES FINANCIAL SERVICES POSITION: Investment Advisor Representative NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 09/01/2021 ADDRESS: 608 E Fond du Lac St, PO Box 476, Ripon WI 54971, United States DESCRIPTION: Investment Advisor Representative. Selling life insurance, annuities, and long term care insurance. 2. TENACITY ADVISORY GROUP POSITION: Affiliated Advisor NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/25/2015 ADDRESS: 2700 Vernon Dr, Green Bay WI 54304, United States DESCRIPTION: Shares best practices 3. RIPON MAIN STREET POSITION: President NATURE: 501c3 INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2023 ADDRESS: 401 Watson St, Ripon WI 54971, United States DESCRIPTION: President of Ripon Main Street 501c3. Assist running meetings in coordination with the director. 4. NOTARY POSITION: Notary Public NATURE: na INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 608 E Fond du Lac St, Ripon WI 54971, United States DESCRIPTION: notarize documents 5. RENTAL PROPERTY POSITION: Landlord NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 608 E Fond du Lac St, Ripon WI 54971, United States DESCRIPTION: I am the landlord of the office building which I solely own that is located at property address:608 East Fond du LacStreet, Ripon, WI. 54971. I collect rents for my financial services business, Pericles Financial (S-Corp), as well as my associate, Maxwell Huseboe. I do not have a separate LLC established for collecting rents for this rental property and there are no other businesses that share any office space at this address.

Exams

• S66 Uniform Combined State Law Examination
  2014-11-06

Designations