Kit Joseph Tiell

Current Employers

Employment History

• 12/2016 → 10/2017
  Sii Investments / Tiell Financial Group
  Bascom, OH
• 02/2016 → 11/2016
  Ernst & Young Llp
  London
• 10/2017 → 01/2024
  Woodbury Financial Services Inc
  Bascom, OH
• 01/2024 → Present
  Osaic Wealth, Inc.
  Bascom, OH

Previous Registrations

• 2017-10-18 → 2024-01-19
  Woodbury Financial Services, Inc.
  Bascom, OH
• 2017-06-27 → 2017-10-18
  Sii Investments, Inc.
  Bascom, OH

Other Businesses

1) TIELL FINANCIAL GROUP POSITION: PARTNER NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 16 START DATE: 08/01/2017 ADDRESS: BASCOM OH 44809 DESCRIPTION: life insurance and fixed annuity sales 2) TENACITY ADVISORY GROUP, INC POSITION: Affiliated Advisor NATURE: S Corp INVESTMENT RELATED: Yes HOURS: 0 SEC TRD: 0 START: 06/01/2019 ADDRESS: Green Bay WI 54304 DESCRIPTION: Share best practices 3) E4 INSURANCE SERVICES POSITION: Sales NATURE: LLC INVESTMENT RELATED: Yes HOURS: 2 SEC TRD: 2 START: 12/02/2019 ADDRESS: Fargo ND 58104 DESCRIPTION: Insurance sales (life, long-term care) 4) TIELL FINANCIAL GROUP TAX LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/25/2019 ADDRESS: Bascom OH 44809 DESCRIPTION: Manage the operations of the tax practice including payroll, hiring employees, ensuring client satisfaction, long term business planning. 5) TIELL FINANCIAL GROUP PROPERTIES LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: Bascom OH 44809 DESCRIPTION: Manage real estate including maintenance, leases, rent collection, tax obligations. 6) RONALD & JEAN TIELL POA POSITION: POA NATURE: Sole Prop INVESTMENT RELATED: No HOURS: 0 SEC TRD: 0 START: 03/01/2021 ADDRESS: Bascom OH 44809 DESCRIPTION: Financial POA for parents 7) KILLIAN FAMILY PROPERTIES LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes HOURS: 8 SEC TRD: 0 START: 05/01/2020 ADDRESS: Tiffi, OH 44883 DESCRIPTION: Buy, sell, hold, rent, manage real estate 8) SENECA COUNTY COLLABORATIVE POSITION: Board Member NATURE: non-profit 501(c)(3) INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: Tiffin OH 44883 DESCRIPTION: Provide support, feedback and contribute ideas for the development of the organization 9) TIFFIN UNIVERSITY POSITION: Board of Trustee NATURE: Non-profit INVESTMENT RELATED: No HOURS: 3 SEC TRD: 3 START: 01/01/2024 ADDRESS: Tiffin OH 44883 DESCRIPTION: Oversee assets, governance, growth, and university development 10) TIELL FG ENTERPRISES, LLC.-DBA POSITION: The purpose of this OBA is to disclose my DBA, Tiell FG Enterprises, LLC. NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/24/2019 ADDRESS: BASCOM OH 44809 DESCRIPTION: The purpose of this OBA is to disclose my DBA, Tiell FG Enterprises, LLC., which includes the operations, employee reviews , and finances of the entity. 11) THE CHARLES D. "BUD" HERING, JR. FOUNDATION POSITION: Board Trustee NATURE: Non-profit INVESTMENT RELATED: No HOURS: 1 SEC TRD: 1 START: 06/16/2026 ADDRESS: Tiffin OH 44883 DESCRIPTION: Administer foundation duties, scholarships, investments, budget approvals 12) SKYLAR TIELL POA POSITION: POA NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2020 ADDRESS: Bascom OH 44809 DESCRIPTION: Financial POA for Skylar Tiell, my partner 13) RONALD & JEAN TIELL POA POSITION: POA NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2021 ADDRESS: Bascom OH 44809 DESCRIPTION: Financial POA for Ronald & Jean Tiell, my parents. 14) KIT TIELL - INSURANCE PRODUCER POSITION: Insurance Producer/Agent NATURE: Sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 16 START DATE: 08/01/2017 ADDRESS: Bascom OH 44809 DESCRIPTION: life insurance and fixed annuity sales 15) KS PROPERTIES OHIO LLC POSITION: OWNER NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 8/12/23 ADDRESS: TIFFIN OH 44883 DESCRIPTION: LLC owns 1 commercial property located at 6250 West Tiffin Street, Bascom, OH 44809 that is rented to Tiell FG Enterprises LLC (my DBA) to operate the business.

Exams

• S66 Uniform Combined State Law Examination
  2017-06-27