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Detailed Report
KAREN LYNNE WEBER
KAREN LYNNE BELKE
CRD#: 5909494
IA
Investment Adviser
B
Broker
OSAIC WEALTH, INC.CRD#: 23131 2210 CALUMET DRIVE
c/o BELKE FINANCIAL GROUP
NEW HOLSTEIN, WI 53061
Registration History
201320142015201620172018201920202021202220232024202520262 FIRMS2017 - 2024 (6 years)2 FIRMS2024 - Present (1 year)BSII INVESTMENTS, INC. (CRD# 2225)2013 - 2017 (4 years)IASII INVESTMENTS, INC. (CRD# 2225)2014 - 2017 (3 years)
License(s)

State Registrations

B
Wisconsin 1/19/2024
IA
Wisconsin 1/19/2024

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
OSAIC WEALTH, INC. (CRD#:23131)
2210 CALUMET DRIVE c/o BELKE FINANCIAL GROUP, NEW HOLSTEIN, WI 53061
Registered with this firm since 1/19/2024
B
OSAIC WEALTH, INC. (CRD#:23131)
2210 CALUMET DRIVE c/o BELKE FINANCIAL GROUP, NEW HOLSTEIN, WI 53061
Registered with this firm since 1/19/2024
Previous Registration(s)
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IA
 10/26/2017 - 01/19/2024 WOODBURY FINANCIAL SERVICES, INC. (CRD#:421) NEW HOLSTEIN, WI
B
 10/26/2017 - 01/19/2024 WOODBURY FINANCIAL SERVICES, INC. (CRD#:421) NEW HOLSTEIN, WI
IA
 01/02/2014 - 10/26/2017 SII INVESTMENTS, INC. (CRD#:2225) NEW HOLSTEIN, WI
B
 06/26/2013 - 10/26/2017 SII INVESTMENTS, INC. (CRD#:2225) NEW HOLSTEIN, WI
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.