Dana Emily Kolbe

Current Employers

Employment History

• 01/2014 → 09/2023
  Wells Fargo Clearing Services, Llc
  Wausau, WI
• 09/2023 → Present
  Raymond James Financial Services, Inc.
  Wausau, WI
• 09/2023 → Present
  Raymond James Financial Services Advisors, Inc.
  Wausau, WI
• 09/2023 → Present
  Peoples State Bank
  Wausau, WI

Previous Registrations

• 2015-02-19 → 2023-09-29
  Wells Fargo Clearing Services, Llc
  Wausau, WI

Other Businesses

1) Name of Business: Benji Family Home, LLP Address: 232838 Sunnyvale Lane, Wausau, WI, 54401, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 11/04/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Partner for parents LLP, for their home for estate purposes (2) Name of Business: Peoples State Bank Address: 1905 Stewart Ave, Wausau, WI, 54401-5375, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 09/15/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Client associate for wealth management (3) Name of Business: Peoples Wealth Management Address: 1905 Stewart Ave, Wausau, WI, 54401-5375, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/15/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Client associate wealth management

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-02-19
• S63 Uniform Securities Agent State Law Examination
  2014-11-03

Other Names

• Dana Emily Skrzypchak
• Dana Emily Sneider
• Dana E Kolbe