Janet M Stanley

Current Employers

Employment History

• 12/2004 → Present
  Jm Consulting Llc
  Greeley, CO
• 12/1995 → Present
  Big Horn Book Sellers Inc
  Fort Collins, CO
• 08/2007 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 10/2007 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 03/2019 → Present
  Woodbury Financial Services, Inc.
  Windsor, CO
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Windsor, CO
• 01/2024 → Present
  Osaic Wealth, Inc.
  Windsor, CO

Previous Registrations

• 2019-03-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  Windsor, CO
• 2007-10-04 → 2019-03-01
  Questar Asset Management, Inc.
  Windsor, CO
  Minneapolis, MN
• 2006-02-23 → 2007-08-29
  Money Concepts Capital Corp
  Windsor, CO
  Greeley, CO
  Palm Beach Gardens, FL
  Palm Beach Gardens, FL

Other Businesses

1. JM STANLEY & ASSOCIATES, LLC. POSITION: Owner/Insurance Agent. NATURE: Insurance Products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/05/2005 ADDRESS: 128 N 6th St, Ste B, Windsor CO 80550, United States DESCRIPTION: Analyze providers for suitable insurance products, present findings to clients. 2. JANET M. STANLEY. POSITION: Owner. NATURE: Residential condo. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2014 ADDRESS: 314 Wright St #102, Lakewood CO 80228, United States DESCRIPTION: Maintain interior of residential condo. 3. MICHELL GROUP INVESTMENTS, LLC POSITION: owner/member NATURE: commercial real estate INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/31/2007 ADDRESS: 128 N. 6th St., Ste B, Windsor CO 80550, United States DESCRIPTION: interior building maintainance on business condo 4. JM STANLEY & ASSOCIATES, LLC POSITION: IAR. NATURE: Investment Advisor. INVESTMENT RELATED: Yes NUMBER OF HOURS: 85 SECURITIES TRADING HOURS: 85 START DATE: 09/09/2005 ADDRESS: 128 N. 6th St, Ste B, Windsor CO 80550, United States DESCRIPTION: Investment Advisor 5. JM STANLEY & ASSOCIATES, LLC POSITION: CPA NATURE: ACCOUNTING. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/15/2003 ADDRESS: 128 N. 6th St, Ste B, Windsor CO 80550, United States DESCRIPTION: tax preparation and very limited bookkeeping 6. JANET M. STANLEY POSITION: owner NATURE: Own residential condominium as Joint Tenants with the right of survivorship with my husband. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2014 ADDRESS: 314 Wright Street, Unit 102, Lakewood CO 80228, United States DESCRIPTION: pay loan payment to the bank 7. JANET M STANLEY POSITION: Insurance agent NATURE: Insurance license INVESTMENT RELATED: Yes NUMBER OF HOURS: 75 SECURITIES TRADING HOURS: 60 START DATE: 09/06/2007 ADDRESS: 128 North 6th Street, Ste B, Windsor CO 80550, United States DESCRIPTION: sell annuities 8.MITCHELL GROUP INVESTMENTS, LLC POSITION: Partner NATURE: Partnership, LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/31/1997 ADDRESS: 128 North 6th Street, Ste B, Windsor CO 80550, United States DESCRIPTION: pay bills 9. JM STANLEY AND ASSOCIATES, LLC POSITION: Owner/Member NATURE: One member LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/01/2003 ADDRESS: 128 North 6th Street, Ste B, Windsor CO 80550, United States DESCRIPTION: pay bills 10. FOCUS POINT WEALTH MANAGEMENT, LLC POSITION: FOUNDER & CPA/PFS NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/25/2020 ADDRESS: 128 N 6th Street, Ste B, WINDSOR CO 80550, United States DESCRIPTION: My company name is JM Stanley & Associates, LLC DBA Focus Point Wealth Management, LLC.My financial planning clients know my business name is Focus Point Wealth Management, LLC. I am a Fiduciary and duties include Wealth Management, Financial Planning, Tax Planning. 11. JM STANLEY & ASSOCIATES, LLC POSITION: CPA NATURE: Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2018 ADDRESS: 128 N 6th Street, Ste B, Windsor CO 80550, United States DESCRIPTION: Prepare tax returns for only my top clients 12. FOCUS POINT WEALTH MANAGEMENT, LLC POSITION: Health Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/06/2021 ADDRESS: 128 N 6th Street, Ste B, Windsor CO 80550, United States DESCRIPTION: Health Insurance License received. Never used. Not currently utilizing or working this market.

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-09-19
• S65 Uniform Investment Adviser Law Examination
  2005-09-09

Other Names

• Janet Marie Seidler