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525 Junction Road, Ste 6500 Pmb #5, Madison, WI 53717 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-18 |
| WI | RA | APPROVED | 2025-08-18 |
Branch Locations
525 Junction Road, Ste 6500 Pmb #5, Madison, WI 53717 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks | El Segundo | CA | 05/2013 | 12/2019 |
| Woodbury Financial Services Inc | Fitchburg | WI | 12/2019 | 01/2024 |
| Osaic Wealth, Inc. | Verona | WI | 01/2024 | Present |
| Wullschleger Group | Madison | WI | 08/2025 | Present |
1. THE INSURANCE GROUP POSITION: President NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/01/2017 ADDRESS: 1706 Shady Point Drive, Verona WI 53593, United States DESCRIPTION: Fixed Insurance 2. THE INSURANCE GROUP POSITION: President NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/01/2017 ADDRESS: 1706 Shady Point Drive, Suite 100, Verona WI 53593, United States DESCRIPTION: Fixed insurance sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 1986-01-21 |
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