Janenne Marie Lackey

Current Employers

Employment History

• 01/2013 → Present
  Cetera Advisors Llc
  Denver, CO
• 05/2023 → Present
  Pinnacle Wealth Advisors, Llc
  Scottsdale, AZ
• 05/2023 → Present
  Staley Lackey Planning Llc
  Paris, IL
• 05/2023 → Present
  Bin Made Woodworks Llc
  Paris, IL
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 07/2025 → Present
  Foundry Family Office
  Denver, CO
• 02/2026 → Present
  Pxg
  Houston, TX
• 03/2026 → Present
  Wilde Wealth Capital Markets
  Denver, CO

Other Businesses

1) DBA: WILDE WEALTH MANAGEMENT, INVESTMENT RELATED, ADDRESS IS THE REGISTERED LOCATION, SECURITIES/FINANCIAL SERVICES, START 2008, 40 HOURS PER WEEK - DURING TRADING HOURS, CFP - FINANCIAL ADVISOR. 2) FIXED INSURANCE AGENT, 10% OF OVERALL BUSINESS. 3) REFERRALS TO PROPERTY AND CASUALTY INSURANCE AGENTS, INVESTMENT RELATED, ADDRESS IS THE REGISTERED LOCATION, REFERRALS, START APRIL 2014, 1-2 HOURS PER WEEK - VARIES DURING TRADING HOURS. 4) PINNACLE ADVISORS, LLC - DBA FOR OSJ COMPANY, INVESTMENT RELATED, ADDRESS IS THE REGISTERED LOCATION, FINANCIAL SERVICES, START MAY 2014, CO-OWNER. APX 5 HOURS PER WEEK, SOME DURING TRADING HOURS, DUTIES INCLUDE REVIEW OF REPS ACTIVITIES VIA OSJ 5) NAME OF OTHER BUSINESS: STALEY LACKEY ENTERPRISES LLC; INVESTMENT RELATED: NO ; ADDRESS: SAME AS RESIDENTIAL LOCATION ; NATURE OF BUSINESS: RENTAL PROPERTY ; START: 07/2021 ; TITLE: OWNER / LANDLORD ; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0 ; DUTIES: RENTAL HOUSES; 6) N/A, NOT INVESTMENT RELATED, SAME AS REGISTERED LOCATION, ESTATE, NAMED 10/2015, EXECUTOR AND POA, LESS THAN 1 HOUR PER WEEK, NOT DURING TRADING HOURS, EXECUTOR AND POA FOR PARENTS. 7) WILDE WEALTH MANAGEMENT GROUP - SEMINARS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED; SEMINARS; 07/26/2016; TITLE: SEMINAR PRESENTER; APX NUMBER OF HOURS PER WEEK: 2 HOURS; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; DUTIES: SEMINARS TO EDUCATE CLIENTS AND THE PUBLIC. 8) NONE / FARM GROUND; INVESTMENT RELATED: NO; ADDRESS: 21599 E 100TH ROAD, PARIS, IL 61944; FARM GROUND RENTAL; START: 10/2017; TITLE: OWNER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; DUTIES: CASH RENT OF FARM GROUND; 9) PINNACLE WEALTH ADVISORS, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; HOLDING LLC; START: 5/2023; TITLE: PART OWNER/PARTNER; APX # OF HRS/WK: 0; APX # OF HRS DURING TRADING HRS: 0; DUTIES: HOLDING COMPANY/NONE; 10) BIN MADE WOODWORKS LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; WOODWORKING; START: 5/2023; TITLE: CO-OWNER; APX # OF HRS/WK: 0; APX # OF HRS DURING TRADING HRS: 0; DUTIES: CO-OWNER OF HUSBAND'S WOODWORKING BUSINESS - NO DUTIES; 11) STALEY LACKEY PLANNING LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; HOLDING COMPANY; START: 5/2023; TITLE: CO-OWNER; APX # OF HRS/WK: 0; APX # OF HRS DUR TRD HRS: 0; DUTIES: HOLDING COMPANY FOR SHARES OF PINNACLE WEALTH ADVISORS LLC; 12) IN A RUT PROPERTIES LLC; INVESTMENT RELATED: NO; ADDRESS: 21599 E 100TH RD PARIS, IL 61944; RENTAL PROPERTY; START: 01/2024; TITLE: LANDLORD; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; DUTIES: RENTAL HOUSE; 13) W FAMILY OFFICES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; FINANCIAL SERVICES; START: 09/2024; TITLE: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; DUTIES: DBA FOR FINANCIAL SERIVCES; 14. FOUNDRY FAMILY OFFICE; INV RLTD SAME AS REGISTERED LOCATION, FINANCIAL SERVICES, START: 7/2025, TITLE: FINANCIAL PROFESSIONAL, APX # OF HRS/WK: 40, APX # OF HRS DUR TRD HRS: 32.5, DUTIES: DBA FOR FINANCIAL SERVICES; 15. WILDE WEALTH TRUST SERVICES; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; TRUST SERVICES; START: 2/2026; TITLE: TRUST PROFESSIONAL; APX # OF HRS/WK: 1; 0 DUR TRD HRS; DUTIES: WHITE LABELED TRUST SERVICES OFFERED THROUGH MEMBERS TRUST SERVICES; 16. WILDE WEALTH CAPITAL MARKETS; INVESTMENT RELATED SAME AS REGISTERED LOCATION, FINANCIAL SERVICES, 3/2026, OWNER, APX # OF HRS/WK & DUR TRD HRS: 10 DBA FOR FINANCIAL SERVICES; 17. NAME OF OTHER BUSINESS: PXG

Exams

• S66 Uniform Combined State Law Examination
  2003-08-19
• S63 Uniform Securities Agent State Law Examination
  2000-03-01

Designations

Other Names

• Janenne Marie Staley