Kimberly Marie Margelofsky

Current Employers

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2024-12-12

WI RA
APPROVED

Since 2024-12-12

Branch Locations

N6687 Wrightway Drive, Fond Du Lac, WI 54937 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Horicon Bank	Fond Du Lac	WI	01/2016	08/2022
Lpl Financial Llc	Fond Du Lac	WI	01/2016	08/2022
Elite Wealth Planners	Fond Du Lac	WI	08/2022	11/2024
Lpl Financial Llc	Fond Du Lac	WI	10/2022	11/2024
Osaic Wealth Inc	Fond Du Lac	WI	12/2024	Present

01/2016 → 08/2022

Horicon Bank

Fond Du Lac, WI
01/2016 → 08/2022

Lpl Financial Llc

Fond Du Lac, WI
08/2022 → 11/2024

Elite Wealth Planners

Fond Du Lac, WI
10/2022 → 11/2024

Lpl Financial Llc

Fond Du Lac, WI
12/2024 → Present

Osaic Wealth Inc

Fond Du Lac, WI

Previous Registrations

2022-10-05 → 2024-11-15

Lpl Financial Llc

Fond Du Lac, WI

San Diego, CA

Fond Du Lac, WI
2021-07-21 → 2022-09-06

Lpl Financial Llc

Beaver Dam, WI

Horicon, WI

Fond Du Lac, WI

Other Businesses

1. FEUCHT FINANCIAL GROUP, L.L.C. POSITION: Tax Preparer NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 8 START DATE: 11/18/2025 ADDRESS: N6687 Wright way Dr, Fond du Lac WI 54937, United States DESCRIPTION: Tax Preparation and Consulting

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-05-21
S63	Uniform Securities Agent State Law Examination	2013-08-15

S65 Uniform Investment Adviser Law Examination

2021-05-21
S63 Uniform Securities Agent State Law Examination

2013-08-15

Other Names

Kimberly Marie Kottke

View on SEC IAPD