Clifford Wullschleger

WULLSCHLEGER GROUP

Madison, WI 53717

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CRD#: 1438270

Professional summary

Clifford Wullschleger, ChFC®, who also goes by Clifford (none) Wullschleger, Clifford Wulschleger, is a registered financial advisor currently at WULLSCHLEGER GROUP located in Madison, Wisconsin.

Clifford is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Clifford has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7, Series 51 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Clifford (none) Wullschleger | Clifford Wulschleger

Other business activities

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. THE INSURANCE GROUP POSITION: President NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/01/2017 ADDRESS: 1706 Shady Point Drive, Verona WI 53593, United States DESCRIPTION: Fixed Insurance 2. THE INSURANCE GROUP POSITION: President NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/01/2017 ADDRESS: 1706 Shady Point Drive, Suite 100, Verona WI 53593, United States DESCRIPTION: Fixed insurance sales

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clifford Wullschleger's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

ChFC^®

Chartered Financial Consultant

Experience

Current

August 18, 2025 - Present

WULLSCHLEGER GROUP

Office #1: 525 Junction Rd, Madison, WI 53717

RIA

CRD#: 5181

BOSTON, MA

Past

March 14, 1996 - April 29, 2013

SIGNATOR INVESTORS, INC.

CRD#: 468

MADISON, WI

Past

March 28, 1990 - November 16, 1995

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

CRD#: 5181

BOSTON, MA

Past

March 28, 1990 - November 16, 1995

SIGNATOR INVESTORS, INC.

CRD#: 468

BOSTON, MA

Past

January 21, 1986 - March 9, 1990

DICKINSON & CO.

CRD#: 689

DES MOINES, IA

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.

Highlighted states indicate IAR registrations

IAR

Texas
(8/18/2025)

IAR

Wisconsin
(8/18/2025)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/16/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/21/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 10/20/1986

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 1/18/1986

General Securities Representative Examination

Principal/Supervisory Exam

Series 51

Date: 3/20/2006

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 3/14/2000

General Securities Principal Examination

Current Firm

WULLSCHLEGER GROUP

WULLSCHLEGER GROUP | WULLSCHLEGER GROUP LLC

CRD#: 326769 / SEC#:

Texas

Registered Investment Advisory firm - (8/2/2023 Approved)

Wisconsin

Registered Investment Advisory firm - (8/1/2023 Approved)

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Contact information

Main Address

525 Junction Road, Ste 6500 Pmb #5, Madison, WI 53717

Mailing Address

Phone number

(608) 514-5328

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	10
AUM (Assets Under Management)	$ 559,630

Red Flags

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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Advisor Monitoring

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Clifford Wullschleger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clifford Wullschleger's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

SIGNATOR INVESTORS, INC.

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

SIGNATOR INVESTORS, INC.

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

SIGNATOR INVESTORS, INC.

DICKINSON & CO.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/16/2011

Series 63

Date: 1/21/1986

SIE

Date: 10/1/2018

Series 3

Date: 10/20/1986

Series 7

Date: 1/18/1986

Series 51

Date: 3/20/2006

Series 24

Date: 3/14/2000

Current Firm

WULLSCHLEGER GROUP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WULLSCHLEGER GROUP

TRUST BUT VERIFY

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