Gerald Arnholt (CRD# 6594123) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Brookfield, WI and has over 8 years of experience in the finance industry.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
CRD# 5625693
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Royal Alliance Associates, Inc. | Brookfield, WI | Nov 2018 - Current | 5 |
| Sii | Grand Rapids, MI | Oct 2017 - Nov 2018 | 1 |
| Nylife Securities LLC | Milwaukee, WI | Nov 2016 - Oct 2017 | < 1 |
| New York Life Insurance Co | Milwaukee, WI | Nov 2016 - Oct 2017 | < 1 |
| Unemployed | Germantown, WI | Sep 2016 - Nov 2016 | < 1 |
| Edward Jones | St. Louis, MO | Jan 2016 - Sep 2016 | < 1 |
| Safro Automotive Group | Glendale, WI | Apr 2015 - Jan 2016 | < 1 |
| Ewald Automotive Group | Franklin, WI | Sep 2013 - Apr 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2016 |
- WI
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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