William John Steckelberg

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2009 → 09/2023
  Sagepoint Financial
  Phoenix, AZ
• 09/2023 → Present
  Osaic Wealth, Inc.
  La Crosse, WI

Previous Registrations

• 2005-10-31 → 2023-09-01
  Osaic Services, Inc.
  La Crosse, WI
  La Crosse, WI
  Prairie Du Sac, WI
  Cedarburg, WI
• 2002-02-04 → 2005-10-31
  Sunamerica Securities, Inc.
  Prairie Du Sac, WI

Other Businesses

1. INDEPENDENT INSURANCE AGENT 2. RIVER CAPITAL MANAGEMENT, INVESTMENT RELATED,3626 EAST AVE S, LACROSSE, WI 54601, POSITION :PARTNER, STARTDATE :15-AUG-2009, HOURS :160, SECURITYHOURS: 40, PARTNER IN HOLDING COMPANY; OVERSEE OPERATIONS, RECRUITING & TRAINING. 3. STECKELBERG PROPERTIES LLC; NOT INVESTMENT RELATED; 912 HIGHLAND COURT, PRAIRIE DU SAC, WI 53578; SINGLE MEMBER LLC; SINCE 05/15/2013; 5-HRS/MTH; 1 DURING SECURITY HOURS; RESIDENTIAL REAL ESTATE RENTALS. 4. GLACIER'S EDGE COUNCIL POSITION: Board of Directors member NATURE: Non-Profit - INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 05/19/2014 ADDRESS: 5846 Manufacturers Drive, Madison WI 54704, United States DESCRIPTION: Board member 5. EW PROPERTIES, LLC POSITION: Member NATURE: EW Properties owns the building we operate in and rents spaces to other tenants. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2013 ADDRESS: 3626 East Avenue So., Ste. 2C, La Crosse WI 54601, United States DESCRIPTION: LLC member. 6. L & M HOLDINGS, LLC POSITION: Member NATURE: Limited Liability Company INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/01/2020 ADDRESS: 3626 East Ave. So., Ste. 2C, La Crosse WI 54601, United States DESCRIPTION: MBO branch manager dealing with operations, supervision, recruiting, training. 7. MOOSE LAKE HOLDINGS, LLC POSITION: member - 1 of 3 members NATURE: 40 acres of woodland/hunting property located in Sawyer County, WI owned with fellow rep Timothy Wuebben and non-client Jon Sorensen. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2023 ADDRESS: 3626 East Avenue So., Ste. 2C, La Crosse WI 54601, United States DESCRIPTION: Co-investor in privately owned hunting property.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-11-17
• S63 Uniform Securities Agent State Law Examination
  1982-10-28

Other Names

• Bill Steckelberg