Deborah Lou Tiell

Current Employers

Employment History

• 10/2009 → 10/2017
  Sii Investments, Inc.
  Bascom, OH
• 10/2017 → 01/2024
  Woodbury Financial Services Inc
  Bascom, OH
• 01/2024 → Present
  Osaic Wealth, Inc.
  Bascom, OH

Previous Registrations

• 2019-11-19 → 2024-01-19
  Woodbury Financial Services, Inc.
  Bascom, OH
  Naples, FL
  Bascom, OH

Other Businesses

1) TIELL FINANCIAL GROUP PROPERTIES LLC POSITION: partner NATURE: Tiell Financial Group Properties LLC, owns and leases the office building and additional parking lot to Tiell FG Enterprises, LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/17/2006 ADDRESS: 5941 W Tiffin St, PO Box 317, Bascom OH 44809-0317, United States DESCRIPTION: collect the rent and pay the real estate taxes 3) TENACITY ADVISORY GROUP, INC POSITION: Affiliated Advisor NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2019 ADDRESS: 2700 Vernon Dr., Green Bay WI 54304, United States DESCRIPTION: Share Best Practices 4) E4 INSURANCE SERVICES POSITION: sales rep. NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 12/10/2019 ADDRESS: 2280 45th St S, Suite C, Fargo ND 58104, United States DESCRIPTION: insurance sales including life ins & LTC 5) TIELL FINANCIAL GROUP TAX LLC POSITION: tax preparer NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 12/10/2019 ADDRESS: 5941 W Tiffin St, PO Box 317, Bascom OH 44809, United States DESCRIPTION: I will help with tax returns three months out of the year 6. TIELL FG ENTERPRISES, LLC POSITION: Partner NATURE: LLC - between two parties, myself and Kit Tiell INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 5941 W Tiffin St, Bascom OH 44809, United States DESCRIPTION: This is the LLC that covers office expenses and employee payroll. 7. TIELL FINANCIAL GROUP POSITION: Financial Advisor/IAR NATURE: This is our DBA and how we market to the public/clients/etc. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 01/01/2004 ADDRESS: 5941 W Tiffin St, Bascom OH 44809, United States DESCRIPTION: This is our DBA and how we market to clients/prospects/public 8. FIXED INSURANCE SALES POSITION: sales representative NATURE: sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 09/25/1995 ADDRESS: 5941 W Tiffin St, PO Box 317, Bascom OH 44809-0317, United States DESCRIPTION: sale fixed annuities and life insurance, long term care insurance and disability insurance 9. TIELL FINANCIAL GROUP TAX LLC POSITION: tax preparer NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 12/10/2019 ADDRESS: 5941 W Tiffin St, PO Box 317, Bascom OH 44809, United States DESCRIPTION: I will help with tax returns three months out of the year

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-11-08
• S63 Uniform Securities Agent State Law Examination
  1997-12-01

Other Names

• Deborah Lou Kessler
• Deborah Lou Tiell