Shannon L Soulek

Current Employers

Employment History

• 07/2011 → 12/2021
  Kas Investment Services, Inc
  Oneida, WI
• 04/2015 → 06/2017
  Laforce
  Green Bay, WI
• 08/2018 → 01/2024
  Woodbury Financial Services Inc
  Oneida, WI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Appleton, WI

Previous Registrations

• 2018-09-21 → 2024-01-19
  Woodbury Financial Services, Inc.
  Oneida, WI
  Appleton, WI

Other Businesses

1. CASSIANI LEGACY POSITION: Administrative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 06/07/2022 ADDRESS: 5107 N Ballard Rd, Appleton WI 54913 DESCRIPTION: Administrative for Julie Cassiani 2. SLS INVESTMENT SERVICES, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 10/08/2019 ADDRESS: 5107 N. Ballard Rd, Suite 200, Appleton WI 54913 DESCRIPTION: Disclosing for GBU Financial Life to pay commissions directly to me for any fixed annuity or life insurance business placed with this company, starting 03/28/22. Disclosing for Clear Spring Life and Annuity Company to pay commissions directly to me for any fixed annuity business placed with this company, starting 11/21/2022. Registered Representative and RIA - financial planning - in the Financial Service industry. Disclosing for life and annuity companies to pay commissions directly to me for any fixed annuity, life insurance and/or funeral trusts placed with the company such as: ClearSpring, GBU, Unity/NGL, ELCO and Catholic Order of Foresters. Registered Representative and RIA - financial planning - in the Financial Service industry 3. LEGACY INVESTMENT SERVICES, INC POSITION: Investment Advisor / Registered Representative NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/06/2021 ADDRESS: 5107 N. Ballard Rd, Suite 200, Appleton, WI 54913, United States DESCRIPTION: Marketing name/DBA name 4. JOINT SUCCESSOR TRUSTEE POSITION: Joint Successor Trustee NATURE: N/A - Disclosing I am listed as a joint successor trustee in an immediate family member's estate planning documents. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/15/2024 ADDRESS: 5107 N Ballard Rd, #200, Appleton WI 54313 DESCRIPTION: None at this time. Listed as a joint successor trustee in an immediate family member's estate planning documents; only performing duties in the event both spouses die at the same time. 5. TRUSTEE POSITION: Trustee NATURE: N/A - disclosing I am listed as a trustee in an immediate family member's estate planning documents. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/22/2026 ADDRESS: 5107 N Ballard Rd, #200, Appleton WI 54913, United States DESCRIPTION: None at this time. Listed as a trustee in an immediate family member's estate planning documents; only performing duties when family member passes away.

Exams

• S66 Uniform Combined State Law Examination
  2018-08-25

Other Names

• Shannon Kilcoyne
• Shannon L Kilcoyne