Peter Christopher Helstad

Current Employers

Employment History

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

Previous Registrations

• 2006-09-06 → 2023-09-01
  Osaic Services, Inc.
  La Crosse, WI

Other Businesses

1.CORPORATE INVESTMENT ADVISOR 3626 EAST AVENUE SO., LA CROSSE, WI 54601. APPROVED FOR IA ON 06/21/2007 PETER HELSTAD; INVESTMENT-RELATED; 3626 EAST AVENUE SO, SUITE 2C, LA CROSSE WI 54601; INSURANCE; BROKER; 09/06/2006; 20 HRS PER MONTH; 1 HR DURING SECURITIES TRADING HRS; SALE OF TRADITIONAL INSURANCE. 2.SAGEPOINT FINANCIAL POSITION: INSURANCE AGENT NATURE: SALE OF TRADITIONAL INSURANCE. INVESTMENT RELATED: NO NUMBER OF HOURS: 20 INVESTMENT RELATED HOURS: 1 START DATE: 09/06/2006 ADDRESS: 3626 EAST AVE SOUTH, LA CROSSE WI 54601 DESCRIPTION: PROVIDE SALES AND SERVICE TO INSURANCE CLIENTS. 3. SAGEPOINT FINANCIAL POSITION: REGISTERED INVESTMENT ADVISOR NATURE: CORPORATE INVESTMENT ADVISOR INVESTMENT RELATED: YES NUMBER OF HOURS: 80 INVESTMENT RELATED HOURS: 80 START DATE: 06/21/2007 ADDRESS: 3626 EAST AVE SOUTH, LA CROSSE WI 54601 DESCRIPTION: PROVIDE FEE BASED MONEY MANAGEMENT SERVICES.

Exams

• S66 Uniform Combined State Law Examination
  2007-11-24
• S63 Uniform Securities Agent State Law Examination
  1987-02-17