Shelly May Wohler

Current Employers

Employment History

• 03/2016 → 05/2018
  Thrivent Investment Management Inc
  Greenfield, WI
• 08/2016 → 05/2018
  Thrivent Financial
  Appleton, WI
• 05/2018 → 01/2021
  Jp Morgan Chase Bank, N.A.
  New Berlin, WI
• 05/2018 → 01/2021
  Jp Morgan Securities, Llc
  New Berlin, WI
• 01/2021 → 06/2022
  Securian Financial Services
  St Paul, MN
• 01/2021 → Present
  Minnesota Life Insurance Company
  Saint Paul, MN
• 01/2021 → Present
  Ironwood Drive Financial Group Llc
  Milwaukee, WI
• 08/2019 → 06/2025
  Epicure
  Muskego, WI
• 06/2022 → Present
  Ifp Securities Llc
  Tampa, FL
• 06/2022 → Present
  Independent Financial Partners
  Tampa, FL

Previous Registrations

• 2021-01-13 → 2022-06-27
  Securian Financial Services, Inc.
  Milwaukee, WI
• 2018-06-04 → 2021-01-06
  J.P. Morgan Securities Llc
  New Berlin, WI
  Germantown, WI

Other Businesses

(1) Muskego Chamber of Commerce - S73W16485 W Janesville Rd, Muskego, WI 53150 - Chamber of Commerce - Non-Profit 501(c)(3)- Board Member - Not Investment Related -Serve on board of directors, policy-making responsibilities. - 4/20/2022 - 5 hrs/mo, 0 hrs/mo during trading. (2) Shelly Wohler - 10700 W Research Dr Ste 120 Wauwatosa, WI 53226 - Fixed Insurance -Investment Related - Employee/Agent - sales and service of fixed insurance products through various carriers - 6/20/2022 - 5 hrs/mo, 1 hr/mo during trading. (3) Pointer Financial Group DBA Name Only - 10700 W Research Dr Ste 120 Wauwatosa, WI 53226 DBA used for financial services/investments business. Investment Related

Exams

• S66 Uniform Combined State Law Examination
  2018-05-31
• S63 Uniform Securities Agent State Law Examination
  2016-05-26

Other Names

• Shelly May Goulet
• Shelly May Wohler
• Shelly Wohler