Rachael Jenifer Holcomb

Current Employers

Employment History

• 07/2018 → 12/2019
  Cosey Financial Services
  Knoxville, TN
• 05/2015 → 06/2018
  State Farm Cindy Doyle
  Knoxville, TN
• 01/2020 → 07/2025
  Triad Hybrid Solutions
  Norcross, GA
• 01/2020 → 07/2025
  Osaic Advisory Services
  Atlanta, GA
• 07/2025 → Present
  Wmg Financial Advisors, Llc
  Knoxville, TN

Previous Registrations

• 2020-01-06 → 2025-08-06
  Osaic Advisory Services, Llc
  Knoxville, TN
  Atlanta, GA
• 2019-11-01 → 2019-12-10
  Cosey Financial Services, Inc.
  Knoxville, TN

Other Businesses

1) Rachael Jenifer Holcomb owns Kaizen Retirement Plan Consultants, LLC, which WMG is adopting as the 401(k) division to support the firm's retirement plan services. 2) Wild Appalachian Farms, LLC; Location of the business: 1538 Nathan Hills Circle Maryville Tennessee 37801 United States; Description of the business: Personal agricultural activity at primary residence (beekeeping and small farm product sales). Activity is non-securities related, does not involve clients, and is separate from advisory business.; Position Title: Owner; Start date with business: 2025-12-23; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 0.5; 3) Insurance Agent; Location of the business: 620 Mabry Hood Road Knoxville Tennessee 37932 US; Responsibilities Duties: Insurance sales; Start date with business: 2026-02-01; Hours per month devoted to business during trading hours: 3; Hours per month devoted to business outside trading hours: 3; Percentage of total yearly compensation expected to be derived from the business: 1;

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-05-21

Other Names

• Rachael J Holcomb
• Rachael Jenifer Holcomb
• Rachael Holcomb