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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-19 |
| IL | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED | 2024-01-19 |
Branch Locations
27575 Ferry Rd Ste 100, Warrenville, IL 60555 • United States
315 S Wheaton Ave, Wheaton, IL 60187 • United States
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 |
|---|---|---|---|---|
| Scheithe & Associates, Inc. | Wheaton | IL | 01/1980 | Present |
| Woodbury Financial Services, Inc | Warrenville | IL | 11/2010 | 01/2024 |
| Osaic Wealth, Inc. | Warrenville | IL | 01/2024 | Present |
1) SAI FINANCIAL SERVICES INC POSITION: President NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/1980 ADDRESS: 27575 Ferry Road, Suite 100, Warrenville IL 60555-3863, United States DESCRIPTION: Financial Planning, Tax Planning, Investment Planning, Consulting, and Insurance 2) ADVISOR EDGE FINANCIAL GROUP LLC POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2002 ADDRESS: 27575 Ferry Road, Suite 100, Warrenville IL 60555-3863, United States DESCRIPTION: Financial Planning, Investment Planning, Consulting, Insurance 3) MARSCH COMPANY LLC POSITION: Managing Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2005 ADDRESS: 27575 Ferry Road, Suite 100, Warrenville IL 60555-3863, United States DESCRIPTION: Commercial Rental Property 4) CRETE STEGER ROAD DEVELOPMENT LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/1995 ADDRESS: 85 W Algonquin Road #395, Arlington Hts. IL 60005, United States DESCRIPTION: Commercial land development project 5) SAI TAX SOLUTIONS LLC POSITION: Managing Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2021 ADDRESS: 315 S Wheaton Ave, Wheaton IL 60187, United States DESCRIPTION: We can help clients explore the many strategies available that may help them reduce their overall tax liability.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 1987-08-04 |
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