Brian Anthony Kiefer

Current Employers

Employment History

• 03/2015 → 01/2024
  Woodbury Financial Services Inc
  Darien, IL
• 01/2024 → Present
  Osaic Wealth, Inc.
  Darien, IL

Previous Registrations

• 2015-03-17 → 2024-01-19
  Woodbury Financial Services, Inc.
  Darien, IL
  Darien, IL
  Naples, FL
• 2007-05-25 → 2015-03-30
  Lpl Financial Llc
  Downers Grove, IL
  Fort Mill, SC
  Darien, IL
• 2006-10-31 → 2007-05-30
  Edward Jones
  Woodridge, IL
• 2000-10-10 → 2002-06-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Oak Brook, IL

Other Businesses

1) KIEFER FINANCIAL GROUP; INVESTMENT RELATED: YES; ADDRESS: 1450 PLAINFIELD RD DARIEN, IL 60561; POSITION: PRESIDENT; START DATE: 05/25/2007; HOURS: 20; DURING TRADING HRS: 10 ; DUTIES: WRITE LIFE INSURANCE AND DI FOR BUSINESSES AND INDIVIDUALS. 2) NATIONAL PRODUCER POSITION: member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/27/2019 ADDRESS: 1450 Plainfield Rd, Suite 2, Darien IL 60561, United States DESCRIPTION: Member/partial owner. I don't have duties except to help steer the ship. 3) KKVM PROPERTIES POSITION: owner NATURE: LLC - Holding Company for a family lake house owned since 2013 INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2023 ADDRESS: 1005 Tamarack Dr, Darien IL 60561, United States DESCRIPTION: No duties, we put our summer family home (which does get rented sometimes through a management company) in an LLC 4) NORTHPOINT FINANCIAL GROUP POSITION: Managing Partner NATURE: DBA for Osaic business INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 04/01/2024 ADDRESS: 1450 Plainfield Rd, Suite 2 IL 60561, United States DESCRIPTION: Everything I do as a Osaic Rep 5) THE JACK L KUBIK LIVING TRUST AND THE JACK L KUBIK IRREVOCABLE TRUST POSITION: Trustee NATURE: They are the trusts of my recently deceased father INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 3 START DATE: 02/04/2026 ADDRESS: 1005 Tamarack Drive, Darien IL 60561, United States DESCRIPTION: Act as trustee for the trusts. handle all trust business.

Exams

• S66 Uniform Combined State Law Examination
  1999-10-25

Other Names

• Brian A Kiefer