Suzanne S Udoni

Current Employers

Employment History

• 07/2008 → Present
  Waypoint Financial Solutions, Inc.
  Waupaca, WI
• 09/2014 → 11/2016
  Voya Financial Advisors
  Waupaca, WI
• 11/2016 → 01/2024
  Woodbury Financial Services Inc
  Waupaca, WI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Waupaca, WI

Previous Registrations

• 2016-11-08 → 2024-01-19
  Woodbury Financial Services, Inc.
  Waupaca, WI
  Waupaca, WI
  Naples, FL
  Fond Du Lac, WI
  Fond Du Lac, WI
• 2012-10-09 → 2016-11-10
  Voya Financial Advisors, Inc.
  Waupaca, WI
  Windsor, CT
• 2008-07-01 → 2012-10-09
  Woodbury Financial Services, Inc.
  Waupaca, WI
  Naples, FL
  Green Bay, WI
  Waupaca, WI
• 2007-07-25 → 2007-07-25
  Uvest Financial Services Group, Inc.
  Charlotte, NC
  Waupaca, WI
• 2003-01-06 → 2007-07-24
  Vision Asset Management Inc
  Waupace, WI

Other Businesses

1) OHR HOUZ, LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: No HOURS: 0 TRADING: 0 START: 06/01/2016 ADDRESS: 109 E. Badger St., Waupaca, WI 54981 DESCRIPTION: LLC established with my husband at our tax preparer’s recommendation to hold commercial real estate separately from personal assets. 2) SUZANNE UDONI POSITION: Insurance Salesperson NATURE: Sole Proprietorship INVESTMENT RELATED: Yes HOURS: 5 TRADING: 0 START: 11/01/2002 ADDRESS: 109 E. Badger St., Waupaca, WI 54981 DESCRIPTION: Insurance sales.   3) WAYPOINT TAX & ACCOUNTING SERVICE POSITION: Owner NATURE: DBA (Tax Prep & QuickBooks Payroll Support) INVESTMENT RELATED: No HOURS: 0 TRADING: 0 START: 01/02/2015 ADDRESS: 109 E. Badger St., Waupaca, WI 54981 DESCRIPTION: Own the business; services are provided by an accountant on staff. I do not provide services. 4) WAYPOINT INSURANCE SOLUTIONS, LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: Yes HOURS: 10 TRADING: 0 START: 07/24/2019 ADDRESS: 109 E. Badger St., Waupaca, WI 54981 DESCRIPTION: Insurance sales and lead support 5) WAYPOINT FINANCIAL SOLUTIONS, INC. POSITION: Financial Advisor/Owner NATURE: Corporation INVESTMENT RELATED: Yes HOURS: 160 TRADING: 130 START: 07/01/2008 ADDRESS: 109 E. Badger St., Waupaca, WI 54981 DESCRIPTION: Financial advisory services and business owner; entity employs support staff. 6) THEDACARE WAUPACA BOARD OF DIRECTORS POSITION: Board Member NATURE: Volunteer Board INVESTMENT RELATED: No HOURS: 2 TRADING: 0 START: 01/27/2021 ADDRESS: 800 Riverside Dr., Waupaca, WI 54981 DESCRIPTION: Unpaid board member serving on the finance committee; no sole decision-making authority. 7) UDONI & SALAN REALTY GROUP, LLC POSITION: Owner/Member NATURE: Real Estate Sales Agency LLC INVESTMENT RELATED: Yes HOURS: 0 TRADING: 0 START: 03/01/2005 ADDRESS: 120 E. Badger St., Waupaca, WI 54981 DESCRIPTION: 10% owner; majority ownership held by my husband (46%) and brother (44%). 8) COMPASS ROSE INVESTMENTS, LLC POSITION: Owner NATURE: Operating Entity for Waypoint Financial FDL Office INVESTMENT RELATED: Yes HOURS: 40 TRADING: 30 START: 04/01/2023 ADDRESS: 879 Forest Ave., Fond du Lac, WI 54935 DESCRIPTION: Oversees branch operations and client services. 9) TAGWAY, LLC POSITION: Member NATURE: LLC Partnership INVESTMENT RELATED: Yes HOURS: 1 TRADING: 1 START: 02/03/2023 ADDRESS: 109 E. Badger St., Waupaca, WI 54981 DESCRIPTION: Partnership that owns an investment advisory book of business. 10) TENACITY ADVISORY GROUP POSITION: Affiliated Advisor NATURE: S Corp INVESTMENT RELATED: Yes HOURS: 0 TRADING: 0 START: 01/01/2021 ADDRESS: 2700 Vernon Dr., Green Bay, WI 54304 DESCRIPTION: Share industry best practices. 11) ASSETMARK FIELD ADVISORY BOARD (FAB) POSITION: Board Member NATURE: Volunteer Advisory Board INVESTMENT RELATED: Yes HOURS: 6 TRADING: 0 START: 04/22/2026 ADDRESS: 109 E. Badger St., Waupaca, WI 54981 DESCRIPTION: Provides advisor feedback on products and solutions to AssetMark leadership. 12) 4 QUEENS AT 505, LLC POSITION: Member NATURE: LLC (Real Estate Rentals & Business Startup Support) INVESTMENT RELATED: Yes HOURS: 0 TRADING: 0 START: 08/25/2026 ADDRESS: 109 E. Badger St., Waupaca, WI 54981 DESCRIPTION: Partnership purchasing a nail salon; my role is advisory only and performed upon request. 13) JOSCOSUZ, LLC POSITION: Member NATURE: Real Estate Holding LLC INVESTMENT RELATED: No HOURS: 0 TRADING: 0 START: 08/25/2026 ADDRESS: 120 E. Badger St., Waupaca, WI 54981 DESCRIPTION: Partnership with my husband and brother that owns our commercial office property; I have no active duties.

Exams

• S66 Uniform Combined State Law Examination
  2002-10-21

Other Names

• Suzanne Salan
• Suzanne Salan
• Suzanne Udoni