Juli Yvonne Mcneely

Current Employers

Employment History

• 06/1996 → Present
  Mcneely Financial Services
  Spencer, WI
• 11/2010 → 10/2017
  Sii Investments
  Spencer, WI
• 10/2017 → 01/2024
  Woodbury Financial Services Inc
  Spencer, WI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Spencer, WI

Previous Registrations

• 2017-10-27 → 2024-01-19
  Woodbury Financial Services, Inc.
  Spencer, WI
  Spencer, WI
  Naples, FL
• 2012-01-11 → 2017-10-30
  Sii Investments, Inc.
  Spencer, WI
  Appleton, WI
  Spencer, WI
• 2005-08-30 → 2009-12-31
  Capital Financial Services, Inc.
  Spencer, WI
  Minot, ND

Other Businesses

1. TAX MANAGEMENT SERVICES POS: info gatherer; NATURE: Corp; INVESTMENT RELATED: No; # OF HRS: 15; SECURITIES TRADING HRS: 15; 1/1/2012; 566 Red Bird Cir, Depere WI 54115; Facilitate gathering of tax records for TMI for clients during tax season only. 2. MCNEELY FAMILY LP POS: Limited Partner/Prop Manager; NATURE: Family Partnership; INVESTMENT RELATED: Yes; # OF HRS: 2; SEC TRADING HRS: 2; 6/1/96; 702 E Willow DR, Spencer WI 54479; DESC: Family Partnership established to hold property Manage financials, main rental property. 3. NAIFA POS: Past Pres NATURE: Professional Assoc INVESTMENT RELATED: No # OF HRS: 2 SECURITIES TRADING HRS: 2 START DATE: 9/1/08 ADDY: 2901 Telestar Ct, Falls Church VA 22042: Past Pres of National Assoc of Insurance Financial Advisors. Serve on a couple minor committees now as a Past Pres. 4. JULI MCNEELY CONSULTING LLC POS: Author/Speaker/Coach NATURE: LLC INVESTMENT RELATED: No % OF HRS: 32 SEC TRADING HRS: 32 START DATE: 1/1/2016 ADDY: 702 E Willow DR, Spencer WI 54479 DESC: Author/Speaker 5. TENACITY ADVISOR GROUP, INC POSITION: Affiliated Advisor; NATURE: S Corp; INVESTMENT RELATED: Yes; # OF HRS: 0; SECURITIES TRADING HRS: 0; 6/1/19; 566 Red Bird CIR DePere WI 54115; DESC: Share best practices 6. ASSETMARK FIELD ADVISORY BOARD (FAB) POS: volunteer advisory board member NATURE: serving on field advisory board INVESTMENT RELATED: No # OF HRS: 5 SEC TRADING HRS: 5 START DATE: 11/4/20 ADDRESS: 702 E Willow Dr, Spencer WI 54479 DESC: volunteer field advisory board member 7. CLARITY BY DESIGN LLC POS: Marketing/Sales NATURE: 2 member owners, in partnership with Rebecca Gonzalez and Juli McNeely. INVESTMENT RELATED: No # OF HRS: 20 SECURITIES TRADING HRS: 20 START DATE: 6/19/19 ADDY: 702 E Willow Dr, Spencer WI 54479, DESCRIPT: Market and promote the Legacy Footprint File system 8. MDRT POSITION: TOT Non Member Speaker Committee NATURE: Professional Assoc. INVESTMENT RELATED: No # OF HRS: 5 SECURITIES TRADING HRS: 5 START DATE: 9/1/22 ADDY: 325 W Touhy Avenue, Park Ridge IL 60068 DESC: Serve as a volunteer committee member on TOT Non Member Speaker Committee. No check writing authority. 9.FINANCIAL CLARITY BY DESIGN POSITION: Pres NATURE: Corp - Insurance Agency INVESTMENT RELATED: Yes # OF HRS: 200 SECURITIES TRADING HRS: 200 START DATE: 6/1/96 ADDRESS: 702 E Willow DR, Spencer WI 54479, DESCRIPT: Own/manage independent insurance/investment firm/sales - 200 hours/month - mostly during trading Hrs. 10. FINANCIAL CLARITY BY DESIGN, INC POS: Educational Course Facilitator NATURE: C Corp INVESTMENT RELATED: No # OF HRS: 5 SECURITIES TRADING HRS: 5 START DATE: 7/1/24 ADDY: 702 E Willow DR, Spencer WI 54479 DESCR: The Financial Foundations course was created in our office and has been approved through compliance 11 TMS FINANCIAL POS: information gatherer NATURE: corp INVESTMENT RELATED: No # OF HRS: 15 SECURITIES TRADING HRS: 15 START DATE: 1/1/12 ADDY: 566 Red Bird CIR, Depere WI 54115 DESCRIPT: Facilitate gathering of tax records for TMI to completion of tax returns for clients during tax season only. 12.MDRT POSITION: TOT Non Member Speaker Committee NATURE: Professional Association INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/01/2022 ADDRESS: 325 West Touhy Avenue, Park Ridge IL 60068, United States DESCRIPTION: Serve as a volunteer committee member on TOT Non Member Speaker Committee. No check writing authority. 13.MDRT FOUNDATION POSITION: Life Insurance Comm & Global Grant Team NATURE: charitable foundation INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/01/2022 ADDRESS: 325 West Touhy Avenue, Park Ridge IL 60068, United States DESCRIPTION: Foundation for professional association. Work with other committee members to review life insurance cases gifted to Foundation as well as evaluate grant applications.

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-08-02

Designations