Jessica Ann Geiszler

Current Employers

Employment History

• 07/2016 → 01/2024
  Woodbury Financial Services Inc
  Fond Du Lac, WI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Fond Du Lac, WI
• 07/2016 → 12/2021
  Rose Bertram Llc
  Fond Du Lac, WI

Previous Registrations

• 2017-03-29 → 2024-01-19
  Woodbury Financial Services, Inc.
  Fond Du Lac, WI
  Fond Du Lac, WI

Other Businesses

1) AGILITY WEALTH MANAGEMENT LLC POSITION: Owner/Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 160 START DATE: 07/01/2022 ADDRESS: 845 S Main st. ste. 120, Fond du Lac WI 54935, United States DESCRIPTION: financial planning, client meetings, financial advise, insurance 2) AGILITY WEALTH MANAGEMENT LLC POSITION: Owner/Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 160 START DATE: 07/08/2022 ADDRESS: 845 S Main st. ste. 120, Fond du Lac WI 54935, United States DESCRIPTION: financial planning, client meetings, financial advise, insurance 3) GILITY WEALTH MANAGEMENT LLC POSITION: Owner/Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 160 START DATE: 06/24/2022 ADDRESS: 845 S Main st. ste. 120, Fond du Lac WI 54935, United States DESCRIPTION: financial planning, client meetings, financial advise, insurance 4) TENACITY ADVISORY GROUP POSITION: Affiliated Advisor NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/08/2022 ADDRESS: 566 Red Bird Circle, Du Pere WI 54115, United States DESCRIPTION: Shares Best Practices 5) KJ PROPERTY HOLDINGS LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/23/2022 ADDRESS: 506 Rockrose Dr, Fond du Lac WI 54935, United States DESCRIPTION: Book keeping for a rental property 6) AGILITY MANAGEMENT SERVICES POSITION: Owner/Financial Advisor NATURE: LLC/S Corp INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 07/01/2024 ADDRESS: 846 S. Main St, Ste 120, Fond du Lac WI 54935, United States DESCRIPTION: Management and administrative services; Employee management; Business consulting; Onboarding. 7) AGILITY TAX SERVICES LLC POSITION: Tax Preparer NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2024 ADDRESS: 845 S. Main St, Ste 120, Fond du Lac WI 54935, United States DESCRIPTION: Tax preparation and filing for individual persons 8) AGILITY PERFORMANCE HORSES POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 506 Rockrose Dr, Fond du Lac WI 54935, United States DESCRIPTION: Equine showing and training

Exams

• S66 Uniform Combined State Law Examination
  2017-03-22
• S63 Uniform Securities Agent State Law Examination
  2011-09-23

Other Names

• Jessica Paczkowski
• Jessica Ann Paczkowski