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Sean Welsh

Osaic Wealth, Inc.

Greendale, WI

Pleasant Prairie, WI

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2024-01-19
  • WI RA
    APPROVED
    Since 2024-01-19

Branch Locations

Greendale, WI • United States

10411 Corporate Drive Suite 200, Pleasant Prairie, WI 53158 • 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
Spectrum Wealth Advisors Pleasant Prairie WI 10/2014 Present
Woodbury Financial Services Inc Pleasant Prairie WI 08/2022 01/2024
Osaic Wealth, Inc. Pleasant Prairie WI 01/2024 Present
  • 10/2014 → Present
    Spectrum Wealth Advisors
    Pleasant Prairie, WI
  • 08/2022 → 01/2024
    Woodbury Financial Services Inc
    Pleasant Prairie, WI
  • 01/2024 → Present
    Osaic Wealth, Inc.
    Pleasant Prairie, WI
Previous Registrations
  • 2023-04-05 → 2024-01-19
    Woodbury Financial Services, Inc.
    Pleasant Prairie, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-01
  • S66 Uniform Combined State Law Examination
    2023-04-01

View on SEC IAPD

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Other Investors

PHILLIP RICHARD SPARKS
LEE ROY BARCZAK
RONALD EDMUND CHANDLER
THOMAS ANDREW CARROLL
RICHARD B HOPF
JACOB SIMON BILL
Mathew Wade Kuhnau
Brett C Sikorski

Other Offices

MORGAN KENWOOD ADVISORS, LLC · GREENDALE, WI
SUMMIT INVESTMENT MANAGEMENT, LTD. · GREENFIELD, WI
LPL FINANCIAL LLC · GREENDALE, WI
EDWARD JONES · GREENDALE, WI
CETERA INVESTMENT ADVISERS LLC · GREENFIELD, WI
LPL FINANCIAL LLC · MILWAUKEE, WI
OSAIC WEALTH, INC. · GREENFIELD, WI
OSAIC WEALTH, INC. · GREENDALE, WI

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