Kevin Jeffrey Webb

Current Employers

Employment History

• 10/2005 → 01/2024
  Woodbury Financial Services
  Oak Brook, IL
• 01/2024 → Present
  Osaic Wealth, Inc.
  Oakbrook Terrace, IL

Previous Registrations

• 2005-10-19 → 2024-01-19
  Woodbury Financial Services, Inc.
  Oak Brook, IL
  Oakbrook Terrace, IL

Other Businesses

1.WEALTH PLANNING ASSOCIATES; INVT REL; 1801 S MEYER ROAD #150, OAKBROOK IL 60523; LIFE INS, FIXED ANNUITIES, LTC, DISABILITY SALES; INSURANCE AGENT; SINCE 09/30/1999; 1HR/MTH- 1 DURING TRADING HRS; SALES & SERVICE OF INS PRODUCTS. 2. WEALTH PLANNING ASSOCIATES POSITION: Financial Advisor NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 10/01/2005 ADDRESS: 1801 S. Meyers Road, #150, Oakbrook Terrace IL 60181, United States DESCRIPTION: Prospect for clients, service clients, generate sales proposals, manage assistant, generate reports, meet with clients 3. INDEPENDENT ADVISORS GROUP POSITION: Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2019 ADDRESS: 1801 S. Meyers Road, #150, Oakbrook Terrace IL 60181, United States DESCRIPTION: Member of the LLC. I also have bank signature responsibilities 4. NORTHPOINT FINANCIAL GROUP POSITION: Financial Advisor NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 10/01/2005 ADDRESS: 1801 S. Meyers Road, #150, Oakbrook Terrace IL 60181, United States DESCRIPTION: Prospect for clients, service clients, generate sales proposals, manage assistant, generate reports, meet with clients

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-20
• S63 Uniform Securities Agent State Law Examination
  1999-11-03

Other Names

• Kevin Webb