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Evan Michael Heim

Osaic Wealth, Inc.

Green Bay, WI

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-06-27
  • WI RA
    APPROVED
    Since 2025-06-27

Branch Locations

840 Challenger Drive Suite 171, Green Bay, WI 54311 • 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
Wolf Financial Services Green Bay WI 05/2018 01/2019
Minnesota State Mankato Mankato MN 08/2015 12/2019
Northwestern Mutual Depere WI 05/2019 01/2020
Detroit Lions Detroit MI 04/2021 09/2021
United States Football League (Usfl) Birmingham AL 02/2022 04/2024
Tonz Construction Llc Depere WI 02/2021 08/2024
Wolf Financial Services Llc Green Bay WI 08/2024 Present
Osaic Wealth Inc Green Bay WI 01/2025 Present
Amazon Appleton WI 02/2020 04/2021
  • 05/2018 → 01/2019
    Wolf Financial Services
    Green Bay, WI
  • 08/2015 → 12/2019
    Minnesota State Mankato
    Mankato, MN
  • 05/2019 → 01/2020
    Northwestern Mutual
    Depere, WI
  • 04/2021 → 09/2021
    Detroit Lions
    Detroit, MI
  • 02/2022 → 04/2024
    United States Football League (Usfl)
    Birmingham, AL
  • 02/2021 → 08/2024
    Tonz Construction Llc
    Depere, WI
  • 08/2024 → Present
    Wolf Financial Services Llc
    Green Bay, WI
  • 01/2025 → Present
    Osaic Wealth Inc
    Green Bay, WI
  • 02/2020 → 04/2021
    Amazon
    Appleton, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-26
  • S66 Uniform Combined State Law Examination
    2025-06-26

View on SEC IAPD

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Other Investors

CHRISTOPHER LEE FEUTZ
MONTANA MORGAN TILLMANN
MARK BRIAN PIPER
Zachary Mano Gilson
MARK ANDREW ENGLES
TIMOTHY ARNOLD BENES
Cal David Jensen
KENNETH JOSEPH MELOTTE

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · GREEN BAY, WI
MELOTTE FINANCIAL ADVISORS · GREEN BAY, WI
ONELEGACY ADVISORS, LLC · GREEN BAY, WI
THRIVENT INVESTMENT MANAGEMENT INC. · Green Bay, WI
J.P. MORGAN SECURITIES LLC · GREEN BAY, WI
AMERIPRISE FINANCIAL SERVICES, LLC · GREEN BAY, WI
BARINGTON CAPITAL MANAGEMENT, LLC · GREEN BAY, WI
HARBOUR INVESTMENTS, INC. · GREEN BAY, WI

More in Green Bay, WI

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