Justin Todd Halpenny

Current Employers

Employment History

• 12/2006 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 01/2011 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  St Charles, IL
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  St Charles, IL
• 01/2024 → Present
  Osaic Wealth, Inc.
  St Charles, IL

Previous Registrations

• 2019-03-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  St Charles, IL
• 2011-01-05 → 2019-03-01
  Questar Asset Management, Inc.
  Minneapolis, MN
  St. Charles, IL
  Lisle, IL
  St Charles, IL
• 2006-02-15 → 2006-06-16
  Usallianz Securities, Inc.
  Lisle, IL
  Lisle, IL
  Oakbrook, IL
• 2001-09-05 → 2006-01-31
  New England Securities
  Northbrook, IL

Other Businesses

1) NEW HORIZON WEALTH STRATEGIES POSITION: President NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 168 SECURITIES TRADING HOURS: 168 START DATE: 09/01/2003 ADDRESS: 100 Illinois Street, Suite 200, St. Charles IL 60174, United States DESCRIPTION: Financial Planning, Insurance, Investment Advisory Services 2) THE JUSTIN HALPENNY REVOCABLE TRUST POSITION: Trustee NATURE: Trust INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 12/21/2017 ADDRESS: 40W428 Fair Oaks Dr, St. Charles IL 60175, United States DESCRIPTION: Acting as Trustee 3) THE LAURA HALPENNY REVOCABLE TRUST POSITION: Trustee NATURE: Trust INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 12/21/2017 ADDRESS: 1002 Glenbriar Court, St. Charles IL 60174, United States DESCRIPTION: Acting as Trustee

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-23
• S63 Uniform Securities Agent State Law Examination
  1999-11-05