Chad Michael Kulzer

Current Employers

Employment History

• 12/2006 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 07/2007 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 03/2019 → Present
  Woodbury Financial Services, Inc.
  Bloomington, MN
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Bloomington, MN
• 01/2024 → Present
  Osaic Wealth, Inc.
  Bloomington, MN

Previous Registrations

• 2019-03-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  Sleepy Eye, MN
  Bloomington, MN
  New Richmond, WI
• 2014-01-28 → 2019-03-01
  Questar Asset Management, Inc.
  Minneapolis, MN
  Minneapolis, MN
  Bloomington, MN
  Sleepy Eye, MN
• 2005-03-07 → 2006-06-16
  Usallianz Securities, Inc.
  Minneapolis, MN
  Minneapolis, MN
• 2004-12-02 → 2005-02-22
  Choreo, Llc
  Minneapolis, MN

Other Businesses

1) FARM LAND POSITION: owner NATURE: sole prop INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/03/2010 ADDRESS: 1833 County Road T, New Richmond WI 54017, United States DESCRIPTION: Own land receive cash rent 2) RIVERLINK FINANCIAL ADVISORS POSITION: Managing Rep NATURE: sole prop2nd business address 2nd branch:325 N Knowles AveNew Richmond, WI 54017 INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 11/01/2013 ADDRESS: 2001 Killebrew Drive, #140, Bloomington MN 55425, United States DESCRIPTION: Offer life insurance, LTC, fixed annuities, disability insurance and group benefits. Also the marketing name for me and thegroup of reps 3) RIVERLINK STAFFING, INC POSITION: Co-Owner/ Dir Operations NATURE: S Corp with an LLC sub corp. RiverLink Staffing, Inc. is the S Corp. RL Property Group LLC is owned by the S Corp to hold property used in future office space. Two addresses for this business same as registered branch office. Bloomington office has no activity there other than mailing address and registered address with state. I am only employee at Bloomington. New Richmond address is where activity takes place. INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 6 START DATE: 10/28/2013 ADDRESS: 325 N Knowles Ave, New Richmond WI 54017, United States DESCRIPTION: Staffing for IT, Sales and other permanent positions. Group benefits, medicare, business insurance, agency and individual P&C. Activities for business occur at listed address. Bloomington branch office address listed as mailing address for bills, invoices, etc.I am only employee of this S corp at Bloomington office. DBA names being used RiverLink Business & Insurance Services and RiverLinnk Biz Agency. S Corp is still named RiverLink Staffing, Inc. E&O coverage for primary agent - Angela Kulzer. 4) NEW RICHMOND CHAMBER OF COMMERCE POSITION: Member NATURE: Government - Chamber of Commerce for New Richmond, WI INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/15/2023 ADDRESS: 245 A South Knowles Ave, New Richmond WI 54017, United States DESCRIPTION: No specific, other than attend Chamber meetings and volunteer at events.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-04-27
• S63 Uniform Securities Agent State Law Examination
  2000-02-09