Joel Robert Torgerud

Current Employers

Employment History

• 01/2009 → 09/2023
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 09/2023 → Present
  Osaic Wealth, Inc.
  La Crosse, WI

Previous Registrations

• 2007-10-17 → 2023-09-01
  Osaic Services, Inc.
  La Crosse, WI

Other Businesses

1. SAGEPOINT POSITION: AGENT NATURE: SALE OF TRADITIONAL INSURANCE PRODUCTS INVESTMENT RELATED: YES NUMBER OF HOURS: 5 INVESTMENT RELATED HOURS: 0 START DATE: 10/10/2007 ADDRESS: 3626 EAST AVE S, LA CROSSE WI 54601 DESCRIPTION: PROVIDE LIMITED INSURANCE SALES AND SERVICE 2. JOEL AND MEG TORGERUD POSITION: Owner NATURE: My wife and I are joint owners INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 5 START DATE: 06/14/2019 ADDRESS: N2321 Fen Lockney Dr, La Crosse WI 54601, United States DESCRIPTION: Mow grass, Trim trees..general land maintenance 3. JACK TORGERUD IRREVOCABLE TRUST POSITION: Successor Trustee NATURE: Successor Trustee for Fathers Irrevocable Trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/18/2021 ADDRESS: 402 15Ave South, Bangor WI 54614, United States DESCRIPTION: Successor Trustee upon the death of my Father 4. JOEL TORGERUD POSITION: owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: N2321 FEN LOCKNEY DR, LACROSSE WI 54601, United States DESCRIPTION: Provide tax servicehours don't interfere with market hours andare January thru April 5. Torgerud Financial LLC POSITION: owner NATURE: LLC; INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2007 ADDRESS: 3626 EAST AVENUE SOUTH SUITE 2C, LA CROSSE, WI 54601, United States DESCRIPTION: This is a title for an account for financial reporting 6. OSAIC WEALTH POSITION: Agent NATURE: Sale of traditional insurance products INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/10/2007 ADDRESS: 3626 East Ave S, La Crosse WI 54601, United States DESCRIPTION: Provide limited insurance sales and service

Exams

• S66 Uniform Combined State Law Examination
  2008-07-14
• S63 Uniform Securities Agent State Law Examination
  1999-06-23

Other Names

• Joel Torgerud