Best Investors Account Sign in
Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-10-14
WI RA APPROVED 2024-04-29
  • FL RA
    APPROVED
    Since 2024-10-14
  • WI RA
    APPROVED
    Since 2024-04-29

Branch Locations

W6240 Communication Court Suite 1, Appleton, WI 54914 • United States

N6687 Wrightway Drive, Fond Du Lac, WI 54937 • United States

5315 Wall Street Suite 280, Madison, WI 53718 • 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
Festival Foods Fond Du Lac WI 08/2016 08/2020
National Exchange Bank & Trust Fond Du Lac WI 03/2019 08/2019
General Beer Northeast Fond Du Lac WI 05/2019 01/2022
Walmart Whitewater WI 02/2020 05/2022
General Beer Northeast Kaukauna WI 03/2020 08/2020
The University Of Wisconsin - Whitewater Whitewater WI 08/2020 05/2023
Feucht Financial Group Fond Du Lac WI 05/2021 Present
The University Of Wisconsin - Whitewater Whitewater WI 09/2019 05/2023
Fond Du Lac School District Fond Du Lac WI 11/2013 06/2019
Woodbury Financial Services Inc Fond Du Lace WI 11/2023 01/2024
Osaic Wealth, Inc. Fond Du Lac WI 01/2024 Present
  • 08/2016 → 08/2020
    Festival Foods
    Fond Du Lac, WI
  • 03/2019 → 08/2019
    National Exchange Bank & Trust
    Fond Du Lac, WI
  • 05/2019 → 01/2022
    General Beer Northeast
    Fond Du Lac, WI
  • 02/2020 → 05/2022
    Walmart
    Whitewater, WI
  • 03/2020 → 08/2020
    General Beer Northeast
    Kaukauna, WI
  • 08/2020 → 05/2023
    The University Of Wisconsin - Whitewater
    Whitewater, WI
  • 05/2021 → Present
    Feucht Financial Group
    Fond Du Lac, WI
  • 09/2019 → 05/2023
    The University Of Wisconsin - Whitewater
    Whitewater, WI
  • 11/2013 → 06/2019
    Fond Du Lac School District
    Fond Du Lac, WI
  • 11/2023 → 01/2024
    Woodbury Financial Services Inc
    Fond Du Lace, WI
  • 01/2024 → Present
    Fond Du Lac, WI
Other Businesses

1.FEUCHT FINANCIAL GROUP, LLC POSITION: Licensed Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 135 START DATE: 07/01/2023 ADDRESS: N6687 Wrightway Drive, Fond du Lac WI 54937, United States DESCRIPTION: Opening New Accounts, investing new cash / raising cash, answering phone calls. 2. FEUCHT FINANCIAL GROUP, LLC - DBA POSITION: The purpose of this OBA is to disclose my DBA, Feucht Financial Group, LLC. NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 135 START DATE: 07/01/2023 ADDRESS: 5315 Wall Street, STE 280, Madison WI 53718, United States DESCRIPTION: Opening New Accounts, investing new cash / raising cash, answering phone calls, meeting with clients, preparing tax returns, selling term life insurance. 3. FEUCHT FINANCIAL GROUP, LLC - FIXED INSURANCE POSITION: Insurance Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/10/2025 ADDRESS: 5315 Wall Street, Madison WI 53718, United States DESCRIPTION: Offer clients fixed insurance products, including term life insurance 4. FEUCHT FINANCIAL GROUP, LLC - TAX PREP POSITION: Tax Preparer NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 01/15/2024 ADDRESS: 5315 Wall Street, Madison WI 53718, United States DESCRIPTION: Preparation and projection of client taxes

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-26
  • S66 Uniform Combined State Law Examination
    2024-04-26

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Appleton, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor