Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clifford? Claim Your ProfileClifford Wullschleger is a financial advisor with Osaic Wealth, Inc., based in Verona, WI. Clifford has been in the industry since 1986 and has a broad range of experience. Clifford offers a variety of financial services, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.
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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WI
01/19/2024 - Present
Osaic Wealth, Inc. (VERONA WI)
WI
12/06/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (VERONA WI)
WI
05/02/2013 - 12/17/2019
CETERA ADVISOR NETWORKS LLC (FITCHBURG WI)
WI
03/14/1996 - 04/29/2013
SIGNATOR INVESTORS, INC. (MADISON WI)
WI
01/02/2013 - 01/23/2013
CAMBRIDGE INVESTMENT RESEARCH, INC. (VERONA WI)
MA
03/14/1996 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
03/28/1990 - 11/16/1995
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
03/28/1990 - 11/16/1995
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
01/21/1986 - 03/09/1990
R. G. DICKINSON & CO. (DES MOINES IA)
IA
Issued 08/16/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/14/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1986
Series 3 - National Commodity Futures Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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