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Melody Marie Gressick

Advisor at OSAIC — Watertown, WI West Main Street

Updated today

Credentials

Series 63, Series 65

Experience

25 years

Location

Watertown, WI 53094

OSAIC logo

OSAIC

Institution

Total advisors

7,847

Across 3,552 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Melody Gressick is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her previous roles include positions at Woodbury Financial Services, SII Investments, LPL Financial, BMO Harris Financial Advisors, and M&I Financial Advisors. OSAIC Wealth serves a diverse client base that includes retail and institutional investors, offering a wide range of brokerage and advisory services through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization tools to support customized investment strategies and manages multiple custodial and legacy program arrangements.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities Private / alternative investments

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally range from $500 to $25,000, can exceed for high net worth clients.

Percentage

$0+: Up to 3% annually for Plan Participant Retirement Program $0 - Program minimum varies by investment product and manager: Advisory fees negotiable; examples include up to 1.50% annually on certain program annuities $0+: Advisory Representatives negotiate fees individually, ranging up to several percentage points depending on service and client

Commissions

Advisory Representatives receive commissions on securities and insurance product sales made through the affiliated broker-dealer.

Project-based

Hourly rates for financial planning and consulting services generally range from $50 to $750 per hour.

Other

Account minimum: $5,500 Minimum fee: No specific minimum fee amount disclosed; fees are negotiable and negotiated individually by Advisory Representatives. Fee-only: Financial planning and consulting services offered on hourly basis ($0 - $750/hour) or fixed fee basis (up to $25,000 or more for complex cases).

Location

See office

Watertown, WI West Main Street

104 West Main Street, Suite B

Watertown WI 53094

Advisors at this office

2

Most active in

Wisconsin

Work history

25 years of industry experience

OSAIC

2024 - Present • 2 years

Watertown, WI

Woodbury Financial Services INC

2017 - 2024 • 7 years

Watertown, WI

SII Investments, Inc.

2013 - 2017 • 4 years

Watertown, WI

LPL Financial

2013 - 2013 • 1 year

BMO Harris Financial Advisors, Inc.

2012 - 2013 • 1 year

Watertown, WI

M&I Investment Management Corp.

2010 - 2012 • 2 years

Milwaukee, WI

M&I Financial Advisors, Inc.

2005 - 2012 • 7 years

WI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Barry D

Series 63

Lake Mills, WI

Denny, Barry T.

Barry Denny is the sole advisor at Denny, Barry T., an independent registered investment adviser based in Lake Mills, WI. He holds a Series 63 designation and has five years of industry experience, with 17 years as a self-employed registered investment adviser. Prior to his current role, he worked as a senior trust officer. Denny, Barry T. provides discretionary portfolio management to individuals, trustees of personal and charitable trusts, and charitable foundations. The firm follows a conservative, fundamentally driven investment approach focused on U.S.-registered stocks and investment-grade bonds, emphasizing transparency and quality through selective securities and avoidance of speculative strategies.

Active portfolio management Passive / index investing Wealth management

Marie S

CFP®, EA

Watertown, WI

Entirement Financial Planning LLC

Hello and welcome to Entirement Financial Planning LLC, we are so glad you're here! Entirement is your passport to financial planning that’s effective and enjoyable! We're a virtual fee-only financial advisory firm that provides tax-efficient planning for your life today as well as your retirement and investment management. Our specialty is to help you with your entire financial life as your Chief Entirement Financial Officer. What does that mean? It means we take a comprehensive approach to your financial picture- investments, taxes, insurance, financial goals, estate planning, and anything that is top of mind for you. Our services depends on your needs and can include: Comprehensive financial planning for today Comprehensive retirement planning Tax-Coordinated Portfolios (tax-efficient asset location) Tax planning advice Risk Management-life insurance, disability, long-term care, etc. Estate Planning Coordination Retirement Income Distribution Planning Education on all topics along the way Ready to learn more? Please check out our website to schedule a complimentary financial review or give us a call at (262) 207-4353. We look forward to meeting you.

Wealth management General tax planning General retirement planning Gen X (Born 1965-1980)
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Frederick H

Series 63

Oconomowoc, WI

Hohensee Financial Services, Inc.

Frederick Hohensee is a financial advisor at Hohensee Financial Services, Inc. with 40 years of industry experience. He holds the Series 63 designation and has worked at Abacus Investments, Inc. since 1993. Hohensee Financial Services provides ongoing portfolio management and comprehensive financial planning to individuals and small institutional clients, primarily serving retail customers. The firm combines discretionary management with tailored planning across multiple financial areas and employs a variety of security analysis techniques and strategies.

College savings (529s, UTMA, etc.) General retirement planning General tax planning General estate planning guidance Options & derivatives strategies
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John G

Series 63

Oconomowoc, WI

Hohensee Financial Services, Inc.

John Gering is a financial advisor with Hohensee Financial Services, Inc., holding a Series 63 designation and bringing 29 years of industry experience. He has worked with Abacus Investments, Inc. since 1996 and Eastbay Inc. since 1988. Hohensee Financial Services provides investment supervisory and financial planning services primarily to individuals and small institutional clients, focusing on retail clients rather than high-net-worth households. The firm combines discretionary portfolio management with a range of strategies including technical and fundamental security analysis, and is affiliated with Abacus Investments, Inc., integrating advisory services with broker-dealer and insurance product capabilities.

College savings (529s, UTMA, etc.) General retirement planning General tax planning General estate planning guidance Options & derivatives strategies
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Jonathan W

Series 63, Series 65

Oconomowoc, WI

Packerland Brokerage Services, Inc.

Jonathan Wojciechowski is a financial advisor with Packerland Brokerage Services, Inc. in Oconomowoc, WI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Packerland Brokerage Services since 2006 and also owns and operates a beauty salon through Full Circle Enterprises. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services through various platforms and manages over $900 million in client assets.

Retirement income strategy Options & derivatives strategies Wealth management
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Gary M

Series 63, Series 65

Oconomowoc, WI

Packerland Brokerage Services, Inc.

Gary Mutz is a financial advisor at Packerland Brokerage Services, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Packerland since 1999. In addition to his advisory role, he is involved in insurance sales, focusing on life, health, disability, and Medicare health plans. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory programs. The firm offers both brokerage and advisory services through a variety of account management options and manages over $900 million in client assets.

Retirement income strategy Options & derivatives strategies Wealth management
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