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Matthew Richard Schellinger

Osaic Wealth, Inc.

Manitowoc, 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 2025-06-09
  • WI RA
    APPROVED
    Since 2025-06-09

Branch Locations

2316 Washington Street, Manitowoc, WI 54220 • 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
Lpl Financial Llc Sheboygan WI 04/2024 06/2025
Fox Den Landscape & Nursery Mayville WI 03/2016 05/2019
Kwik Trip Mayville WI 11/2017 05/2019
Zuern Building Products Allenton WI 02/2019 01/2021
Amerhart Green Bay WI 09/2020 05/2021
Zuern Building Products Cedarburg WI 05/2021 09/2021
Zuern Building Products Remote/Green Bay WI 09/2021 05/2022
Zuern Building Products Allenton WI 05/2022 04/2024
University Of Wisconsin - Green Bay Green Bay WI 09/2019 03/2020
Wiaa Green Bay Area WI 01/2020 03/2021
Kohler Credit Union Sheboygan WI 04/2024 Present
Osaic Wealth Inc Manitowoc WI 06/2025 Present
  • 04/2024 → 06/2025
    Sheboygan, WI
  • 03/2016 → 05/2019
    Fox Den Landscape & Nursery
    Mayville, WI
  • 11/2017 → 05/2019
    Kwik Trip
    Mayville, WI
  • 02/2019 → 01/2021
    Zuern Building Products
    Allenton, WI
  • 09/2020 → 05/2021
    Amerhart
    Green Bay, WI
  • 05/2021 → 09/2021
    Zuern Building Products
    Cedarburg, WI
  • 09/2021 → 05/2022
    Zuern Building Products
    Remote/Green Bay, WI
  • 05/2022 → 04/2024
    Zuern Building Products
    Allenton, WI
  • 09/2019 → 03/2020
    University Of Wisconsin - Green Bay
    Green Bay, WI
  • 01/2020 → 03/2021
    Wiaa
    Green Bay Area, WI
  • 04/2024 → Present
    Kohler Credit Union
    Sheboygan, WI
  • 06/2025 → Present
    Manitowoc, WI
Previous Registrations
Other Businesses

1. 03/27/2024- KCU Investment & Retirement Services- DBA for LPL Business (entity for LPL business)- Inv Rel- location put at reported business location (s) 2. Tru Stage - Investment Related - 840 East Green Bay Ave, Saukville, WI 53080 - Associate Financial Advisor 3. RUBY WEALTH MANAGEMENT LLC POSITION: Tax Preparer NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 06/09/2025 ADDRESS: 2316 Washington Street, Manitowoc WI 54220, United States DESCRIPTION: During tax season, our representatives also offer tax preparation services for our investment clients and other individuals. 4. HIBBARD AND RUBY WEALTH MANAGEMENT POSITION: Wealth & Tax Advisor NATURE: I am going to be doing business as "Hibbard and Ruby Wealth Management" INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/09/2025 ADDRESS: 2316 Washington Street, Manitowoc WI 54220, United States DESCRIPTION: I am going to be doing business as "Hibbard and Ruby Wealth Management"

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-13
  • S66 Uniform Combined State Law Examination
    2024-07-13
Other Names
  • Matthew Schellinger

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