William John Steckelberg, CFP | Financial Professional | La Crosse, Wisconsin

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Contact Information

Email

xxxxx@xxxx.xxx

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Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CFP®

Certified Financial Planner

Years of Experience

44 years registered in the securities industry

Current & Past Employments

Current

OSAIC WEALTH, INC.Current·CRD# 23131

RIA

BD

1. 3626 East Avenue South, La Crosse, WI 546012. Prairie Du Sac, WI

September 1, 2023 - Present

OSAIC WEALTH, INC.Current·CRD# 23131

RIA

BD

3626 East Avenue South, La Crosse, WI 54601

September 1, 2023 - Present

Past

OSAIC SERVICES, INC.Past·CRD# 133763

RIA

La Crosse, WI

October 31, 2005 - September 1, 2023

OSAIC SERVICES, INC.Past·CRD# 133763

BD

La Crosse, WI

October 31, 2005 - September 1, 2023

SUNAMERICA SECURITIES, INC.Past·CRD# 20068

RIA

Prairie Du Sac, WI

February 4, 2002 - October 31, 2005

SUNAMERICA SECURITIES, INC.Past·CRD# 20068

BD

Phoenix, AZ

March 17, 1998 - October 31, 2005

SPELMAN & CO., INC.Past·CRD# 10232

BD

Phoenix, AZ

March 28, 2003 - December 31, 2004

SENTRA SECURITIES CORPORATIONPast·CRD# 10249

BD

Phoenix, AZ

March 28, 2003 - December 31, 2004

HARBOUR INVESTMENTS, INC.Past·CRD# 19258

BD

Madison, WI

March 30, 1990 - March 20, 1998

THE VARIABLE ANNUITY MARKETING COMPANYPast·CRD# 5081

BD

Houston, TX

January 31, 1991 - August 6, 1992

HYDRA SECURITIES CORPORATIONPast·CRD# 16095

BD

March 7, 1986 - March 30, 1990

GENEVA SECURITIES,INC.Past·CRD# 16178

BD

July 9, 1985 - March 17, 1986

I.M. SIMON & CO., INC.Past·CRD# 418

BD

June 24, 1983 - May 20, 1985

CAPITAL FINANCIAL SERVICES, INC.Past·CRD# 8408

BD

October 20, 1982 - June 23, 1983

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Current Firm

OW

OSAIC WEALTH, INC.

CRD#: 23131 / SEC#: 801-54859, 8-40218

RIA

Registered Investment Advisory firm - SEC (9/10/1997 Approved)

BD

Broker-Dealer Firm Regulated by FINRA (Denver district office)

Contact Information

Main Address

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255

Mailing Address

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255

Phone Number

(800) 821-5100

Established

Delaware since 08/05/1988

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Large

# of Employees

8,979

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

OSAIC WEALTH, INC ADV PART 2A (11/6/2026)

SIGNATOR MANAGED ACCOUNT PLATFORM (8/28/2026)

Direct owners and executive officers

Name	Position	CRD#
OSAIC, INC.	SHAREHOLDER	—
FORD, ERINN JUNE	DIRECTOR	2176816
MIHAL, SHAWN MICHAEL	SVP, CHIEF COMPLIANCE OFFICER	3262384
MITCHELL, CHRISTOPHER MILLS	CORPORATE TREASURER, FINANCIAL PRINCIPAL	2420144
PRICE, JAMES DALE	CHAIRMAN	1243224
REID, SHANNON	CEO, PRESIDENT, DIRECTOR	4815189
SCHLUETER, MATTHEW ADAM	EVP, OPERATIONS AND TECHNOLOGY SOLUTIONS, DIRECTOR	2627931

Regulatory Assets Under Management

Total Number of Accounts

850,797

AUM (Assets Under Management)

$234,858,518,740

Disclosures

Regulatory Event

51

Arbitration

31

Bond

7

Accountant Surprise Examination Report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/14/2025	Cover Page	Report
12/18/2024	Cover Page	Report
01/26/2024	Cover Page	Report

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. INDEPENDENT INSURANCE AGENT 2. RIVER CAPITAL MANAGEMENT, INVESTMENT RELATED,3626 EAST AVE S, LACROSSE, WI 54601, POSITION :PARTNER, STARTDATE :15-AUG-2009, HOURS :160, SECURITYHOURS: 40, PARTNER IN HOLDING COMPANY; OVERSEE OPERATIONS, RECRUITING & TRAINING. 3. STECKELBERG PROPERTIES LLC; NOT INVESTMENT RELATED; 912 HIGHLAND COURT, PRAIRIE DU SAC, WI 53578; SINGLE MEMBER LLC; SINCE 05/15/2013; 5-HRS/MTH; 1 DURING SECURITY HOURS; RESIDENTIAL REAL ESTATE RENTALS. 4. GLACIER'S EDGE COUNCIL POSITION: Board of Directors member NATURE: Non-Profit - INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 05/19/2014 ADDRESS: 5846 Manufacturers Drive, Madison WI 54704, United States DESCRIPTION: Board member 5. EW PROPERTIES, LLC POSITION: Member NATURE: EW Properties owns the building we operate in and rents spaces to other tenants. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2013 ADDRESS: 3626 East Avenue So., Ste. 2C, La Crosse WI 54601, United States DESCRIPTION: LLC member. 6. L & M HOLDINGS, LLC POSITION: Member NATURE: Limited Liability Company INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/01/2020 ADDRESS: 3626 East Ave. So., Ste. 2C, La Crosse WI 54601, United States DESCRIPTION: MBO branch manager dealing with operations, supervision, recruiting, training. 7. MOOSE LAKE HOLDINGS, LLC POSITION: member - 1 of 3 members NATURE: 40 acres of woodland/hunting property located in Sawyer County, WI owned with fellow rep Timothy Wuebben and non-client Jon Sorensen. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2023 ADDRESS: 3626 East Avenue So., Ste. 2C, La Crosse WI 54601, United States DESCRIPTION: Co-investor in privately owned hunting property.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

OW

OSAIC WEALTH, INC.

CRD#: 23131 / SEC#: 801-54859, 8-40218

RIA

Registered Investment Advisory firm - SEC (9/10/1997 Approved)

BD

Broker-Dealer Firm Regulated by FINRA (Denver district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Alabama
(12/20/2024)

RR

Alaska
(9/1/2023)

RR

Arizona
(9/1/2023)

RR

Arkansas
(6/25/2025)

RR

California
(9/1/2023)

IAR

California
(9/1/2023)

RR

Colorado
(9/1/2023)

RR

Connecticut
(9/1/2023)

RR

Florida
(9/1/2023)

RR

Hawaii
(9/1/2023)

RR

Idaho
(9/1/2023)

RR

Illinois
(9/1/2023)

RR

Indiana
(5/31/2024)

RR

Iowa
(9/1/2023)

RR

Kentucky
(9/1/2023)

RR

Michigan
(9/1/2023)

RR

Minnesota
(9/1/2023)

RR

Nebraska
(9/1/2023)

RR

North Carolina
(9/1/2023)

RR

North Dakota
(9/1/2023)

RR

Ohio
(9/1/2023)

RR

Pennsylvania
(9/1/2023)

RR

South Dakota
(9/1/2023)

RR

Tennessee
(9/10/2024)

RR

Texas
(9/1/2023)

RR

Virginia
(9/1/2023)

RR

Washington
(9/1/2023)

RR

Wisconsin
(9/1/2023)

IAR

Wisconsin
(9/1/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.