Mitchell Todd Sinz

Current Employers

Employment History

• 07/2013 → 04/2017
  Wmg Waznik Moseler Group Llc
  Menomonie, WI
• 07/2016 → 04/2017
  Woodbury Financial Services Inc
  Menomonie, WI
• 05/2017 → Present
  Osaic Wealth, Inc.
  Eau Claire, WI
• 05/2017 → Present
  Investment Management Associates
  Eau Claire, WI

Previous Registrations

• 2016-10-10 → 2017-05-02
  Woodbury Financial Services, Inc.
  Menomonie, WI

Other Businesses

1. MENOMONIE LIONS CLUB POSITION: Member NATURE: Community Organization. Non Profit. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/10/2012 ADDRESS: P.O. Box 44, Menomonie WI 54751, United States; DESCRIPTION: Member of the Board of Directors. Work with the club to raise money for the community. No access to the bank accounts, however during different events am part of the team that accounts for the incoming donation. Money is accounted for and then turned in to the treasurer. 2. NVESTMENT MANAGEMENT ASSOCIATES POSITION: Registered Investment Advisor NATURE: Corporation. INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 5 START DATE: 05/02/2017 ADDRESS: 2302 Hendrickson Drive, Eau Claire WI 54701, United States DESCRIPTION: Assist clients with their insurance needs. 3. YP VENTURES LLC POSITION: Owner/Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/02/2023 ADDRESS: E5384 470th Ave, Menomonie WI 54751, United States DESCRIPTION: LLC created to own farming operation and real estate. No relation to investment management, financial advising, securities business. Own some land and farm equipment with 2 other individuals. At this time, we farm during the non trading hours of the day. I

Exams

• S66 Uniform Combined State Law Examination
  2016-10-10