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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-05-06 |
Branch Locations
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 |
|---|---|---|---|---|
| Farm Bureau Financial Services | Decorah | IA | 08/2017 | 05/2025 |
| Peoples State Bank | Fennimore | WI | 12/2015 | 07/2017 |
| Fbl Marketing Serv | West Des Moines | IA | 09/2017 | 05/2025 |
| Lincoln Investment | Fort Washginton | PA | 05/2025 | 05/2026 |
| Osaic Wealth, Inc. | Omaha | NE | 04/2026 | Present |
1. THE NICHOLAS WILZ & ASSOCIATES INC POSITION: President NATURE: S-Corp INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/12/2018 ADDRESS: 311 E Main St, Waukon IA 52172, United States DESCRIPTION: tax purposes. I transfer revenue to corporation for tax purposes. 2. THE NICHOLAS WILZ & ASSOCIATES INC POSITION: President NATURE: S-Corp INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/12/2018 ADDRESS: 311 E Main St, Waukon IA 52172, United States DESCRIPTION: tax purposes. I transfer revenue to corporation for tax purposes. 3. FFIG POSITION: Agent NATURE: LLC a subsidiary of Senior Market Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 12 START DATE: 05/01/2026 ADDRESS: 504 W Main St, Waukon IA 52172, United States DESCRIPTION: Sale of all insurance products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-30 |
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