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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

The Villages, FL • United States

5807 Glenway St., Mcfarland, WI 53558 • 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
Kessenich & Co., Inc. Madison WI 04/1971 Present
Woodbury Financial Services Madison WI 01/2006 01/2024
Osaic Wealth, Inc. Mcfarland WI 01/2024 Present
  • 04/1971 → Present
    Kessenich & Co., Inc.
    Madison, WI
  • 01/2006 → 01/2024
    Woodbury Financial Services
    Madison, WI
  • 01/2024 → Present
    Mcfarland, WI
Previous Registrations
  • 2006-01-25 → 2024-01-19
    Woodbury Financial Services, Inc.
    Mcfarland, WI
    Madison, WI
Other Businesses

1) KESSENICH & CO. POSITION: Owner NATURE: INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/01/1971 ADDRESS: 5807 Glenway St., McFarland WI 53558, United States DESCRIPTION: Insurance Agent- Sell Life, Disability, LTC

View on SEC IAPD

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