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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-09-01 |
| WI | RA | APPROVED | 2023-09-01 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Balthazor & Strube Financial | Appleton | WI | 01/2014 | Present |
| Packerland Brokerage Services | Green Bay | WI | 02/2015 | 11/2018 |
| Sagepoint Financial, Inc | Appleton | WI | 11/2018 | 09/2023 |
| Osaic Wealth, Inc. | Appleton | WI | 09/2023 | Present |
1) FIXED LIFE INSURANCE POSITION: Insurance Rep NATURE: Fixed Life Insurance through FMO (ECA Marketing) Conducted under Marketing Name Balthazor & Strube Financial & Insurance Services LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/02/2016 ADDRESS: 2 N Systems Dr Appleton WI 54911, United States DESCRIPTION: Occasionally write indiv Life insurance policies. 2) BALTHAZOR & STRUBE FINANCIAL POSITION: Wealth Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 120 START DATE: 11/01/2019 ADDRESS: 2 N Systems Dr, Appleton WI 54913, United States DESCRIPTION: Assist clients with Investment advisory accounts and other investment strategies.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-25 |
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