Timothy Jay Kraayenbrink

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2007 → 01/2024
  Woodbury Financial Services, Inc.
  Fort Dodge, IA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Fort Dodge, IA

Previous Registrations

• 2008-05-12 → 2024-01-19
  Woodbury Financial Services, Inc.
  Fort Dodge, IA
  Fort Dodge, IA
  Akron, OH
  Fort Dodge, IA

Other Businesses

1) IOWA STATE SENATE POSITION: STATE SENATOR NATURE: POITICAL, IOWA STATE SENATOR INVESTMENT RELATED: NO NUMBER OF HOURS: 100 INVESTMENT RELATED HOURS: 100 START DATE: 01/12/2015 ADDRESS: 1007 EAST GRAND AVE, DES MOINES IA 50319 DESCRIPTION: STATE SENATOR, ASSIGNED TO SEVERAL COMMITTIES WHICH ARE RESPONSIBLE FOR REVIEWING AND MAKING LAWS. 2) FARM LAND POSITION: owner NATURE: Farm Land rented to a family member INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2018 ADDRESS: 1561 National Ave, Fort Dodge IA 50501, United States DESCRIPTION: Owner of farm land, rented to family member. Only Duties would be paying property Taxes. 3) K-BRINK, INC POSITION: President NATURE: Corporation formed for business expenses INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 4 START DATE: 05/22/2008 ADDRESS: 104 N. 27th St., Fort Dodge IA 50501, United States DESCRIPTION: President of Corporation 4) GREAT LAKES FINANCIAL ADVISORS POSITION: Minority owner NATURE: Receive renewal commissions on existing fixed Life insurance business on record. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/12/2008 ADDRESS: 11841 Mason Montgomery Rd, Suite A, Cincinnati OH 45249, United States DESCRIPTION: No duties 5) KRAAYENBRINK PROPERTIES LLC POSITION: Building owner NATURE: Kraayenbrink Properties is an LLC. I have a LLU through Woodbury from the Compliance Department. The Entity renting office space from me is Renewed Hope Counseling. This is a Christian Marriage and family Counselor. They will be offering services Monday through Friday during business hours that we will be open for business. She has a key to the building, will be operating the alarm system and has internal keys to her offices only. She has a two year lease agreement and will be paying rent on a monthly basis.I am also renting space to Kaden McClintock, a Investment Advisor Representative with Woodbury Financial. He is also paying rent on a monthly basis. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/05/2017 ADDRESS: 104 N. 27th Street, Fort Dodge IA 50501, United States DESCRIPTION: Building owner. No connection to the Renter or Renters business. Renter will be paying monthly rent. 6) KRAAYENBRINK FINANCIAL AND ASSOCIATES POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 02/07/2007 ADDRESS: 104 N. 27th Street, Fort Dodge IA 50501, United States DESCRIPTION: Sales and service on Fixed Life, Annuities, and LTC 7) TRUSTED ADVISORS WEALTH MANAGEMENT POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 02/07/2007 ADDRESS: 104 N. 27th Street, Fort Dodge IA 50501, United States DESCRIPTION: Sales and service on Fixed Life, Annuities, and LTC 8) K-BRINK, INC POSITION: President NATURE: Corporation formed for business expenses INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 4 START DATE: 05/22/2008 ADDRESS: 104 N. 27th St., Fort Dodge IA 50501, United States DESCRIPTION: President of Corporation

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-04-25
• S63 Uniform Securities Agent State Law Examination
  1988-08-19