![Adam Katch, financial advisor De Pere WI](/img/ws/profile-blank-sq.png)
Adam Katch (CRD# 5012407) is an Investment Advisor Representative working at Osaic Wealth, Inc. in De Pere, WI and has over 18 years of experience in the finance industry.
![Jason Mc Glone, financial advisor De Pere WI](/img/ws/profile-blank-sq.png)
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
![Steven Adamski, financial advisor De Pere WI](/img/ws/profile-blank-sq.png)
CRD# 4323474
Lpl Financial LLC
![Rebecca Agamaite, financial advisor De Pere WI](/img/ws/profile-blank-sq.png)
CRD# 4997609
Advisors Management Group Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Osaic Wealth, Inc. | De Pere, WI | Jan 2024 - Current | < 1 |
Woodbury Financial Services Inc. | De Pere, WI | Jun 2021 - Jan 2024 | 2 |
Private Client Services | Louisville, KY | Jul 2018 - Jun 2021 | 2 |
Sii Investments, Inc. | Appletn, WI | Jun 2006 - Jul 2018 | 12 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2005 |
- 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
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