Neil Keith Wilkinson

Current Employers

Employment History

• 12/1999 → Present
  Financial Decisions Group
  Westgate, IA
• 01/2006 → Present
  Fdg J&N, Llc
  Oelwein, IA
• 03/2006 → Present
  Neil K Wilkinson/ Rental Property
  Oelwein, IA
• 05/2015 → Present
  Upper Iowa University Board Of Trustee
  Fayette, IA
• 05/2016 → 11/2018
  Signator Investors, Inc.
  Oelwein, IA
• 11/2018 → Present
  Royal Alliance Associates, Inc.
  Oelwein, IA

Previous Registrations

• 2016-05-13 → 2018-11-02
  Signator Investors, Inc.
  Oelwein, IA
  Rochester, MN
• 2003-08-27 → 2016-05-13
  Transamerica Financial Advisors, Llc
  Oelwein, IA
  Rochester, MN
  Oelwein, IA

Other Businesses

1. FORTUNAIRE FOUNDATION - CHARITABLE ORG POS: Board Member NATURE: Non-Profit INVESTMENT RELATED: No HRS: 1 SEC TRDG HRS: 1 START: 11/02/15 ADD: Cedar Rapids IA 52411 DESC: Board Member 2. PRESIDENT OF WILKINSON FARMS CORP POS: President NATURE: S Corp INVESTMENT RELATED: No HRS: 1 SEC TRDG HRS: 0 START: 2/1/14 ADD: Oelwein IA 50662 DUTIES: Owns and rents farmland 3. TCHN LLC POS: Owner NATURE: LLC INVESTMENT RELATED: Yes HRS: 20 SEC TRDG HRS: 8 START: 5/1/15 ADD: Oelwein IA 50662 DESC: Single-member LLC owning building, rents office space 4. SOLE PROPRIETOR OF FARMING POS: Owner/Operator NATURE: Sole Proprietorship INVESTMENT RELATED: Yes HRS: 1 SEC TRDG HRS: 1 START: 7/20/14 ADD: Oelwein IA 50662 DESC: Grain farm raising corn, soybeans, pigs; equipment rental/custom work 5. SOLE PROP - RENTING FARMLAND & HOUSE POS: Owner/Operator NATURE: Sole Proprietor INVESTMENT RELATED: No HRS: 20 SEC TRDG HRS: 8 START: 5/1/15 ADD: Oelwein IA 50662 DUTIES: Rent farmland and house 6. ST. PETER LUTHERAN CHURCH ENDOWMENT COMMITTEE POS: Member NATURE: Endowment Committee INVESTMENT RELATED: No HRS: 1 SEC TRDG HRS: 0 START: 2/1/15 ADD: Westgate IA 50681 DUTIES: Oversee endowment fund 7. FINANCIAL DECISIONS GROUP POS: Fixed Insurance NATURE: Sole Proprietor INVESTMENT RELATED: Yes HRS: 20 SEC TRDG HRS: 20 START: 1/2/00 ADD: Oelwein IA 50662 DUTIES: Fixed insurance sales 8. FDG J&N LLC POS: Member/Owner NATURE: LLC INVESTMENT RELATED: No HRS: 5 SEC TRDG HRS: 5 START: 1/20/06 ADD: Oelwein IA 50662 DUTIES: Route commissions to LLC for expenses 9. SECURITY MUTUAL ASSURANCE ASSOCIATION POS: Board Member/Chairman NATURE: P&C Insurance Co. INVESTMENT RELATED: No HRS: 1 SEC TRDG HRS: 1 START: 1/21/19 ADD: Allison IA 50602 DESC: Board participation 10. NOTARY POS: Notary NATURE: Notarize signatures INVESTMENT RELATED: Yes HRS: 1 SEC TRDG HRS: 1 START: 9/1/20 ADD: Oelwein IA 50662 DESC: Notarization services 11. SMITH DJ LLC POS: Owner/Member NATURE: LLC INVESTMENT RELATED: No HRS: 1 SEC TRDG HRS: 0 START: 2/8/24 ADD: Oelwein IA 50662 DESC: Own and rent farmland 12. ST. PETER LUTHERAN CHURCH ELDER POS: Elder NATURE: Non-Profit INVESTMENT RELATED: No HRS: 6 SEC TRDG HRS: 0 START: 3/1/25 ADD: Westgate IA 50681 DESC: Oversee services, care for staff needs, record church events 13. PEACOCKS LLC POS: General Member NATURE: Multi-member LLC INVESTMENT RELATED: No HRS: 1 SEC TRDG HRS: 1 START: 4/6/26 ADD: Oelwein IA 50662 DESC: Manage lease, taxes, insurance, expenses, repairs 14. FINANCIAL DECISIONS GROUP - SECURITIES DBA POS: Registered Rep NATURE: Sole Proprietor INVESTMENT RELATED: Yes HRS: 120 SEC TRDG HRS: 80 START: 1/2/00 ADD: Oelwein IA 50662 DESC: Sales/service via Osaic Wealth products

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-01-18

Designations