Jeffrey Scott Stuckert

Current Employers

Employment History

• 01/2003 → 10/2023
  Financial Solutions, Llc
  Waukesha, WI
• 03/2016 → 06/2024
  Osaic Wealth, Inc.
  Jersey City, NJ
• 10/2023 → Present
  Pensionmark Financial Group, Llc
  Santa Barbara, CA
• 06/2024 → Present
  Tfs Securities, Inc.
  Lincroft, NJ

Previous Registrations

• 1993-09-22 → 2023-10-09
  Financial Solutions, Llc
  Waukesha, WI
  New Berlin, WI
  Waukesha, WI
• 2011-11-18 → 2016-03-16
  Osaic Wealth, Inc.
  Waukesha, WI
  Waukesha, WI
  New Berlin, WI

Other Businesses

1. Expert Tax & Trust Services; Non-Investment Related; W192 S8785 Settlement Court Muskego WI 53150; Preparation of income tax estimates and income taxes individual personal, trusts and estate; Income Tax Preparation; 15 hours per month; 15 hours during trading hours; Preparation of income tax planning utilizing software for income tax estimates and inputting for income tax preparation. 2. Jeffrey S Stuckert Margaret A Stuckert Revocable Trust; Non-Investment Related: W720 Hickory Rd Markesan WI address of farm; Rental; Trustee; 15 hours per month; 0 hours during trading hours; Managing the property as owner and deal with Farmer/Tenant. 3. Financial Solutions, LLC; Investment Related; 15885 W National Ave New Berlin WI 53151; Investment ADvisory; INvestment Advisor Representative; 12/11/2011; 100 hours per month; 100 hours during trading hours; Providing or supporting investment advisory services which may include retirement plan consulting, discretionary or non-discretionary investment management, financial planning, or other related investment advisory activities.

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-04-07