Dawn Kathleen Depner

Current Employers

Employment History

• 09/2014 → Present
  Voya Financial Advisors
  Portland, OR
• 10/2010 → Present
  Water Tower Financial Services, Llc
  Portland, OR
• 09/2019 → Present
  Depner-Lewis Financial Services
  Portland, OR
• 09/2019 → Present
  Depner-Lewis Financial Services
  Portland , OR

Previous Registrations

• 2003-09-22 → 2011-01-03
  Voya Financial Partners, Llc
  Portland, OR
  Portland, OR
  Portland, OR
  Portland, OR
  Portland, OR

Other Businesses

NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 5331 SW MCADAM AVE STE 365; PORTLAND; OR; 97239; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 11/23/2010; 20; 20; AGENT WORKING GROUP ANNUITY CONTRACTS AS WELL AS INDIVIDUAL ANNUITIES TO INCLUDE, LTC, FIXED INDEX ANNUITY, INDIVIDUAL FIXED ANNUITY AND INDIVIDUAL LIFE INSURANCE| NAME OF ENTITY: Depner-Lewis Financial Services; No; 5331 SW Macadam Ave; Portland; OR; 97239; OFFICE EXPENSES ONLY; Owner; 9/18/2019; 2; 2; Manage checking account and bill tenants in shared office space.| DEPNER-LEWIS FINANCIAL SERVICES POSITION: Owner NATURE: OFFICE EXPENSES ONLY INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/18/2019 ADDRESS: 6500 S Macadam Ave, Suite 125, Portland OR 97239, United States DESCRIPTION: Manage checking account and bill tenants in shared office space. WATER TOWER FINANCIAL SERVICES, LLC POSITION: Owner NATURE: Leads Watertower Financial in operational decision making and strategy. Responsible for staffing and client retention. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 10/28/2010 ADDRESS: 6500 S Macadam Ave, Suite 125, Portland OR 97239, United States DESCRIPTION: Hiring, training and payroll operations for administrative staff.

Exams

• S66 Uniform Combined State Law Examination
  2003-09-08
• S63 Uniform Securities Agent State Law Examination
  2001-03-01

Other Names

• Rosenthal