Crystal Rose Sdano

Current Employers

Employment History

• 06/2011 → 08/2017
  National Insurance Services
  Brookfield, WI
• 12/2016 → 08/2017
  Gwn Securities, Inc.
  Palm Beach Gardens, FL
• 08/2017 → 05/2019
  Cetera Advisor Network
  El Segundo, CA
• 05/2019 → 01/2024
  Woodbury Financial Services Inc
  Oak Creek, WI
• 07/2017 → Present
  Savaglia Financial Advisors
  Oak Creek, WI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Oak Creek, WI

Previous Registrations

• 2019-05-09 → 2024-01-19
  Woodbury Financial Services, Inc.
  Oak Creek, WI
• 2017-09-15 → 2019-05-13
  Cetera Wealth Services, Llc
  Oak Creek, WI

Other Businesses

1. TENACITY ADVISORY GROUP, INC POSITION: Affiliated Advisor NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2019 ADDRESS: 2700 Vernon Dr., Green Bay WI 54304, United States DESCRIPTION: Share Best Practices 2. FIXED INSURANCE WITH VARIOUS COMPANIES POSITION: Financial Advisor NATURE: financial services INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 06/01/2017 ADDRESS: 7300 S. 13th Street, Suite 103, Oak Creek WI 53154, United States DESCRIPTION: sells life, health, disability, fixed annuities 3. DREAM PLAN ENJOY LLC DBA SAVAGLIA FINANCIAL ADVISORS POSITION: CEO/Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 01/01/2023 ADDRESS: 7300 S 13th Street, Suite 103, Oak Creek WI 53154, United States DESCRIPTION: Financial Planning, Investment Review 4. SAVAGLIA TAX AND ACCOUNTING POSITION: No specific position/title NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2023 ADDRESS: 7300 S 13th Street, Suite 204, Oak Creek WI 53154, United States DESCRIPTION: Dream Plan Enjoy LLC (dba Savaglia Financial Advisors) is located in the same building as Savaglia Tax and Accounting. Many of our clients are also clients of STA although the company is owned by Michael Goodwin who is not a registered individual. Dream Plan Enjoy LLC provides marketing resources through our website to Savaglia Tax and Accounting. 5. DREAM PLAN ENJOY LLC DBA SAVAGLIA FINANCIAL ADVISORS POSITION: CEO/Financial Advisor NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/16/2023 ADDRESS: 7300 S 13th Street, Suite 103, Oak Creek WI 53154, United States DESCRIPTION: Notarize documents for clients

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-09-12
• S63 Uniform Securities Agent State Law Examination
  2017-02-03

Other Names

• Crystal Rose Sdano
• Crystal Rose Paasch