Anna Elizabeth Gorman

Current Employers

Employment History

• 09/2015 → 02/2022
  Voya Financial Advisors, Inc.
  Orion, IL
• 02/2022 → 01/2024
  Woodbury Financial Services Inc
  Greenfield, WI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Greenfield, WI

Previous Registrations

• 2022-02-25 → 2024-01-19
  Woodbury Financial Services, Inc.
  Greenfield, WI
• 2015-10-23 → 2022-03-01
  Voya Financial Advisors, Inc.
  Milwaukee, WI
  Lisle, IL
  Holland, MI
  Columbus, OH
• 2004-10-07 → 2006-05-01
  Wells Fargo Investments, Llc
  Davenport, IA
• 2002-08-21 → 2003-04-28
  Citigroup Global Markets Inc.
  Davenport, IA

Other Businesses

1) ANNA GORMAN FINANCIAL POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/15/2022 ADDRESS: 7111 W Edgerton Ave Ste 302, GREENFIELD WI 53221, United States DESCRIPTION: This is a DBA for myself as I work for a Broker/Dealer. It is the marketing and administration side of my business and also the name. 2) MONEYWISE PLANNING GROUP, LLC POSITION: tenant NATURE: This is the office I will be conducting business at. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/28/2022 ADDRESS: 7111 W Edgerton Ave Ste 302, GREENFIELD WI 53221, United States DESCRIPTION: I have no duties. I am affiliated in that this it the office where I am located. 3) TENACITY ADVISOR GROUP (TAG) POSITION: none NATURE: Group association INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/28/2022 ADDRESS: 2680 Vernon Dr, Green Bay WI 54304, United States DESCRIPTION: Collaborative working group.

Exams

• S66 Uniform Combined State Law Examination
  2015-10-21
• S63 Uniform Securities Agent State Law Examination
  2008-12-20

Designations

Other Names

• Anna Elizabeth Trego
• Anna Trego
• Anna Elizabeth Gorman
• Anna E Gorman