Kelsey Leigh Bankey

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2009 → 03/2019
  Iowa School Systems
  Des Moines, IA
• 11/2009 → 03/2019
  Gery Hagerty Family Farm
  Tama, IA
• 01/2011 → 01/2024
  Woodbury Financial Services, Inc
  Dakota Dunes, SD
• 01/2024 → Present
  Osaic Wealth, Inc.
  Dakota Dunes, SD

Previous Registrations

• 2016-02-09 → 2024-01-19
  Woodbury Financial Services, Inc.
  Dakota Dunes, SD
  Kansas City, MO

Other Businesses

1) GERY HAGERTY FAMILY FARMS POSITION: Farm Hand NATURE: Agriculture, farming INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2009 ADDRESS: 2228 HWY E-64, Tama IA 52339, United States DESCRIPTION: Assisting in various harvest and planting duties. 2) TWO BIRD DOG MERCH LLC POSITION: Owner and decorator NATURE: Design and decoration of shirts and other merchandise for bands and businesses. Sale of merchandise online and at music events. INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 2 START DATE: 04/24/2021 ADDRESS: 13655 Walker Rd, Kansas City MO 64163, United States DESCRIPTION: I create designs for shirts and other merchandise primarily for bands/musicians. I decorate merchandise (screen printing, heat transfers, etc.). I sell the merchandise online and at music events or fundraisers. 3) STERK FINANCIAL SERVICES POSITION: Partner & Investment Director NATURE: Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 01/01/2016 ADDRESS: 350 Oak Tree Lane Ste 150, Dakota Dunes SD 57049, United States DESCRIPTION: Insurance and employee benefit sales 4) STEVEN BANKEY & THE FLATLAND BAND POSITION: Support team NATURE: Band. Music performance. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2021 ADDRESS: 13655 Walker Rd, Kansas City MO 64163, United States DESCRIPTION: Load in/out speakers, amps, guitars and other equipment. Other band support. Website design. 5) TWO BIRD DOG STUDIOS POSITION: Part-owner NATURE: Music and audio recording. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2021 ADDRESS: 13655 Walker Rd, Kansas City MO 64163, United States DESCRIPTION: Administrative roles assisting lead audio engineer. Cleaning and scheduling. 6) STERK FINANCIAL SERVICES POSITION: Partner & Investment Director NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 01/03/2011 ADDRESS: 350 Oak Tree Lane Ste 150, Dakota Dunes SD 57049, United States DESCRIPTION: -Insurance and employee benefit sales -includes participation in the Sterk Financial Services Multi-Generation Joint Venture 7) DOTTIE JEAN DESIGN CO POSITION: Owner, Designer NATURE: Partnership INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 01/09/2026 ADDRESS: 610 N Orchard St, Prairie City IA 50228, United States DESCRIPTION: I design clothing and gift items. I manufacture the items and ship to customers. I staff and supply a booth at craft and charity vendor fairs to sell the clothing and gift items.

Exams

• S66 Uniform Combined State Law Examination
  2015-09-24
• S63 Uniform Securities Agent State Law Examination
  2011-02-04

Designations

• Certified Financial Planner

Other Names

• Kelsey Leigh Hagerty
• Kelsey Leigh Hagerty