Rebecca Jo Gonzalez

Current Employers

Employment History

• 11/2010 → 10/2017
  Sii Investments
  Spencer, WI
• 07/2010 → 12/2022
  Mcneely Financial Services, Inc
  Spencer, WI
• 10/2017 → 01/2024
  Woodbury Financial Services Inc
  Spencer, WI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Spencer, WI
• 12/2022 → Present
  Financial Clarity By Design, Inc
  Spencer, WI

Previous Registrations

• 2017-10-27 → 2024-01-19
  Woodbury Financial Services, Inc.
  Spencer, WI
• 2010-11-29 → 2017-10-30
  Sii Investments, Inc.
  Spencer, WI
  Rothschild, WI
  Rothschild, WI
  Appleton, WI
• 2010-07-14 → 2010-11-30
  Capital Financial Services, Inc.
  Minot, ND
  Rothschild, WI

Other Businesses

1NAIFA NATIONAL POSITION: Sub Committee Member NATURE: Association of Insurance and Financial Advisors INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 07/01/2016 ADDRESS: 2901 Telstar Ct, Falls Church VA 22042, United States DESCRIPTION: Serve on the subcommittee for the Leadership In Life Institute for NAIFA. Assess course curriculum for leadership courses, approve state course moderators, maintain alumni relations, encourage financial professionals to enroll in the course. 2.FINANCIAL CLARITY BY DESIGN POSITION: Certified Financial Planner NATURE: Corporation INVESTMENT RELATED: Yes No. OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 6/1/1998 ADDRESS: 702 E Willow Dr, Spencer WI 54479; DESCRIPTION: FIXED INSURANCE PRODUCTS - SALE OF INSURANCE PRODUCTS INCLUDE LIFE, DISABILITY, LONG TERM CARE AND FIXED ANNUITIES. 3.TAX MGMT SERVICES POSITION: CFP NATURE: Corp INVESTMENT RELATED: No # OF HRS: 10 SECURITIES TRADING HRS: 10 START DATE: 1/1/2014 ADDRESS: 828 Cherry St, Green Bay WI 54301, DESCRIPT: TAX MGMT SVCS - WORK W/ CLIENTS GATHER INCOME TAX RELATED MATERIALS AND SUBMIT TO TAX MGMT FOR PROCESSING AND PREP OF ANNUAL INCOME TAX RETURNS. REVIEW WITH CLIENT AND DISTRIBUTE THE PREPARED FORMS THAT WILL BE SUBMITTED TO THE IRS & STATE AGENCIES. 4.BLDG BUSINESS TOGETHER POS: CFP NATURE: Conducted under McNeely Financial SVCS which is a corporation INVESTMENT RELATED: No NUMBER OF HRS: 10 SECURITIES TRADING HRS: 10 START DATE: 1/1/2017 ADDRESS: 702 E Willow Dr, Spencer WI 54479, DESCRIPTION: BUILDING BUSINESS TOGETHER- FACILITATE EDUCATIONAL WORKSHOPS FOR BUSINESS CLIENTS. VARIOUS TOPICS ASSIST BUSINESS OWNERS IN STRATEGIC PLANNING AND OPERATING A BUSINESS.5.CLARITY BY DESIGN, LLC DBA BUSINESS CLARITY BY DESIGN POSITION: Marketing & Distribution NATURE: Clarity By Design, LLC has two member owners. It is owned in partnership with Rebecca J Gonzalez and Juli Y McNeely. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 06/19/2019 ADDRESS: 702 E. Willow Dr, Spencer WI 54479, United States DESCRIPTION: Assist small business owners with strategic planning and business operations. CEPA designation allows for exit planning discussions. Also market and distribute Legacy Footprint file system for organizing personal financial matters. 6. TENACITY ADVISOR GROUP, INC POSITION: Affiliated Advisor NATURE: S Corp INVESTMENT RELATED: Yes # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2019 ADDRESS: 566 Red Bird Circle, DePere WI 54115,DESCRIPTION: Share best practices. 7.MALLARD RIDGE SIDING, LLC POSITION: Accounts Payable/Accounts Receivable NATURE: LLC INVESTMENT RELATED: No NUMBER OF HRS: 10 SECURITIES TRADING HOURS: 0 START DATE: 05/26/2020 ADDRESS: 153771 County Road C, Mosinee WI 54455, DESCRIPTION: Track and pay accounts payable using QuickBooks and the company's online banking access. Track, receive and deposit accounts receivable through QuickBooks and the company's online banking access.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-01-04
• S63 Uniform Securities Agent State Law Examination
  2004-03-18

Designations

Other Names

• Rebecca Jo Wondrash
• Rebecca J Gonzalez