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Betty Jane Custer

Osaic Wealth, Inc.

Madison, WI

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-24
WI RA APPROVED 2025-01-24
  • TX RA
    APPROVED
    Since 2025-01-24
  • WI RA
    APPROVED
    Since 2025-01-24

Branch Locations

406 Science Drive Suite 310, Madison, WI 53711-1068 • 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
Custer Financial Services Madison WI 09/1981 Present
Self-Employed Madison WI 09/1981 Present
Lincoln Financial Advisors Corporation Madison WI 04/1984 01/2025
Custer Financial Services, Llc Madison WI 02/2017 Present
Osaic Wealth, Inc. Madison WI 01/2025 Present
  • 09/1981 → Present
    Custer Financial Services
    Madison, WI
  • 09/1981 → Present
    Self-Employed
    Madison, WI
  • 04/1984 → 01/2025
    Lincoln Financial Advisors Corporation
    Madison, WI
  • 02/2017 → Present
    Custer Financial Services, Llc
    Madison, WI
  • 01/2025 → Present
    Madison, WI
Previous Registrations
  • 1997-08-26 → 2025-01-24
    Osaic Fa, Inc.
    Madison, WI
Other Businesses

1. CENTER FOR BLACK EXCELLENCE POSITION: Donor Advisory Committee member NATURE: Non profit celebrating Black history and stories INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/25/2026 ADDRESS: 671 Badger Rd, Madison WI 53713, United States DESCRIPTION: Meet 2-3 times a year to advise staff of potential donors and connections; stay abreast of activities to advance in the community 2. COMMUNITY OF HOPE POSITION: Worship Team member NATURE: Faith Community INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2025 ADDRESS: 7118 Old Sauk Rd, MADISON WI 53717, United States DESCRIPTION: Plan and help develop services and decor 3. ART LIT LAB POSITION: Director on Board NATURE: Art space promoting arts for all. Especially in music, visual arts and literature INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 12/22/2025 ADDRESS: 111 S. Livingston St, Madison WI 53703, United States DESCRIPTION: Member of Board; attend meetings, advocate in community; support activities

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1984-04-03
  • S63 Uniform Securities Agent State Law Examination
    1984-04-03
Designations
Other Names
  • Betty J Harris
  • Betty Harris Nienstedt

View on SEC IAPD

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