Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Steckelberg has over 40 years of experience in the financial industry. William is currently an Investment Advisor Representative at Osaic Wealth, INC. and is registered in several states including California, Idaho, Illinois, Minnesota, Texas and Wisconsin. He is a Series 7, 24, 63 and 65 licensed professional. William has previously been registered with SagePoint Financial, INC., SunAmerica Securities, INC., Sentra Securities Corporation, Spelmen & Co., Inc., Harbour Investments, INC., The Variable Annuity Marketing Company, Hydra Securities Corporation, Geneva Securities, INC., I.M. Simon & Co., INC., and Capitol City Investments, INC.
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
09/01/2023 - Present
Osaic Wealth, Inc. (LA CROSSE WI)
WI
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (LA CROSSE WI)
AZ
03/17/1998 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
AZ
03/28/2003 - 12/31/2004
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
AZ
03/28/2003 - 12/31/2004
SPELMAN & CO., INC. (PHOENIX AZ)
WI
03/30/1990 - 03/20/1998
HARBOUR INVESTMENTS, INC. (MADISON WI)
TX
01/31/1991 - 08/06/1992
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
NA
03/07/1986 - 03/30/1990
HYDRA SECURITIES CORPORATION
NA
07/09/1985 - 03/17/1986
GENEVA SECURITIES,INC.
NA
06/24/1983 - 05/20/1985
I.M. SIMON & CO., INC.
NA
10/20/1982 - 06/23/1983
CAPITOL CITY INVESTMENTS, INC.
IA
Issued 11/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/2/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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