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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karl? Claim Your ProfileKarl Weizenicker is a financial advisor at Osaic Wealth, Inc., where Karl has been working since January 2024. Karl is a registered representative and investment advisor in Wisconsin. Previously, Karl worked for Woodbury Financial Services, Inc. in Oak Creek, Wisconsin, from October 2017 to January 2024. Karl has experience working with clients of all ages, including high net worth individuals, individuals other than high net worth, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. Karl is passionate about helping clients achieve their financial goals and providing them with the personalized advice they need to succeed.
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. (OAK CREEK WI)
WI
10/31/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAK CREEK WI)
WI
05/06/2015 - 11/07/2017
LPL FINANCIAL LLC (OAK CREEK WI)
WI
10/01/2012 - 05/12/2015
J.P. MORGAN SECURITIES LLC (WAUKESHA WI)
WI
02/20/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WAUKESHA WI)
WI
05/30/2006 - 02/12/2009
PRIMEVEST FINANCIAL SERVICES, INC. (WAUKESHA WI)
WI
04/19/2001 - 05/31/2006
ESSEX NATIONAL SECURITIES, INC. (WAUKESHA WI)
WI
10/16/1997 - 04/20/2001
INVEST FINANCIAL CORPORATION (APPLETON WI)
WI
04/22/1994 - 10/23/1997
WELLINGTON INVESTMENT SERVICES CORP. (BROOKFIELD WI)
NJ
01/27/1988 - 04/22/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 05/06/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/26/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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