Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Witz is a financial advisor with over 20 years of experience in the industry. Brian is registered with Osaic Wealth, Inc. in Appleton, WI. Brian also has prior experience working with other firms such as Woodbury Financial Services, Inc., Packerland Brokerage Services, Inc., Thrivent Investment Management Inc., Investment Centers of America, Inc., and SII Investments, Inc. Brian offers a wide range of services, including financial planning, portfolio management for individuals and businesses, and educational seminars. Brian's experience and expertise can help you reach your financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
WI
01/19/2024 - Present
Osaic Wealth, Inc. (APPLETON WI)
WI
06/20/2013 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (APPLETON WI)
WI
08/24/2004 - 06/21/2013
PACKERLAND BROKERAGE SERVICES, INC. (APPLETON WI)
MN
11/03/2003 - 08/24/2004
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
WI
12/11/2001 - 10/17/2003
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
WI
01/01/2001 - 10/17/2003
SII INVESTMENTS, INC. (APPLETON WI)
BC
Issued 04/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/20/2008
Series 4 - Registered Options Principal Examination
BC
Issued 01/16/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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