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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 2026-07-15
  • WI RA
    APPROVED
    Since 2026-07-15

Branch Locations

2727 N Grandview Blvd, Suite 208, Waukesha, WI 53188 • 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
Uw-Oshkosh Fox Cities Campus Neenah WI 08/2021 05/2022
Uw-Whitewater Whitewater WI 09/2022 12/2023
Mcdonald's Appleton WI 06/2017 12/2018
Kwik Trip Appleton WI 01/2019 07/2021
Mi-T Fence Appleton WI 05/2019 08/2020
Avery Dennison Neenah WI 05/2021 08/2022
Amazon Goodyear AZ 05/2023 07/2023
Iag Wealth Partners, Llc Waukesha WI 05/2024 09/2025
Blue Sky Contractors Appleton WI 02/2024 05/2024
Unemployed Appleton WI 02/2013 06/2017
Lpl Financial Waukesha WI 05/2024 09/2025
Iag Wealth Partners, Llc Waukesha WI 09/2025 07/2026
Lpl Financial Waukesha WI 09/2025 07/2026
Courts Financial Strategies, Llc Waukesha WI 07/2026 Present
Osaic Wealth, Inc. Waukesha WI 07/2026 Present
  • 08/2021 → 05/2022
    Uw-Oshkosh Fox Cities Campus
    Neenah, WI
  • 09/2022 → 12/2023
    Uw-Whitewater
    Whitewater, WI
  • 06/2017 → 12/2018
    Mcdonald's
    Appleton, WI
  • 01/2019 → 07/2021
    Kwik Trip
    Appleton, WI
  • 05/2019 → 08/2020
    Mi-T Fence
    Appleton, WI
  • 05/2021 → 08/2022
    Avery Dennison
    Neenah, WI
  • 05/2023 → 07/2023
    Amazon
    Goodyear, AZ
  • 05/2024 → 09/2025
    Iag Wealth Partners, Llc
    Waukesha, WI
  • 02/2024 → 05/2024
    Blue Sky Contractors
    Appleton, WI
  • 02/2013 → 06/2017
    Unemployed
    Appleton, WI
  • 05/2024 → 09/2025
    Lpl Financial
    Waukesha, WI
  • 09/2025 → 07/2026
    Iag Wealth Partners, Llc
    Waukesha, WI
  • 09/2025 → 07/2026
    Lpl Financial
    Waukesha, WI
  • 07/2026 → Present
    Courts Financial Strategies, Llc
    Waukesha, WI
  • 07/2026 → Present
    Waukesha, WI
Previous Registrations
Other Businesses

COURTS FINANCIAL STRATEGIES LLC POSITION: Financial Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 130 START DATE: 07/08/2026 ADDRESS: 2727 N Grandview Blvd, Ste 208, Waukesha WI 53188, United States DESCRIPTION: I am training to be a financial planner. I am sitting in on client meetings, learning the systems, learning taxes, opening accounts for another advisor, generating paperwork, and maintaining client records.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-07
  • S66 Uniform Combined State Law Examination
    2025-07-07
Other Names
  • Jon Ewart

View on SEC IAPD

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