Anna Bertha Stepanovic

Current Employers

Employment History

• 09/2015 → 01/2024
  Woodbury Financial Services Inc
  Darien, IL
• 01/2024 → Present
  Osaic Wealth, Inc.
  Darien, IL

Previous Registrations

• 2015-09-28 → 2024-01-19
  Woodbury Financial Services, Inc.
  Darien, IL
• 2005-07-13 → 2015-10-07
  Lpl Financial Llc
  Woodridge, IL
  Chicago, IL
  Darien, IL
  Hinsdale, IL
  Orland Park, IL
  San Diego, CA
  Darien, IL

Other Businesses

1. KIEFER FINANCIAL GROUP POSITION: financial advisor NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/29/2015 ADDRESS: 1450 Plainfield Rd., Suite 2, Darien IL 60561 DESCRIPTION: Financial adivsor DBA 2. PLENITUD, INC POSITION: President NATURE: S corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2015 ADDRESS: 418 E Lake Shore Dr, Tower Lakes IL 60010, United States DESCRIPTION: I receive residual insurance payments. 3. NORTHPOINT FINANCIAL GROUP POSITION: Financial Advisor NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/29/2015 ADDRESS: 1450 Plainfield Rd, Darien IL 60561, United States DESCRIPTION: Financial advisor DBA

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-02-20
• S63 Uniform Securities Agent State Law Examination
  1997-05-16

Other Names

• Bertha Aguirre
• Bertha Saucedo
• Anna Bertha Aguirre