Carli Elizabeth Navin

Current Employers

Employment History

• 03/2016 → 01/2018
  Sii Investments, Inc.
  Waupaca, WI
• 04/2017 → Present
  Udoni & Salan Realty Group
  Waupaca, WI
• 01/2018 → Present
  Waypoint Financial Solutions, Inc
  Waupaca, WI
• 02/2022 → 01/2024
  Woodbury Financail Services Inc
  Waupaca, WI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Waupaca, WI

Previous Registrations

• 2022-06-02 → 2024-01-19
  Woodbury Financial Services, Inc.
  Waupaca, WI

Other Businesses

1) United Country- Udoni & Salan Realty Group NATURE: Real Estate Agency POSITION: Real Estate Agent; Securities Related: Yes; Number of hours: 20 Number of Securities hours: 10 Start Date 04/03/2017 Address: 120 E Badger St, Waupaca, Wisconsin 54981 Description: Work with clients to list and buy houses. Negotiate contracts. Work as a point of contact for title companies, mortages companies, inspectors, etc to facilitate the sale of real estate 2) Waypoint Financial Solutions, Inc. NATURE: LLC; POSITION: Operations & Client Services; Securities Related: Yes; Number of hours: 160 Number of Securities hours: 140 Start Date 01/22/2018 Address: 109 E Badger St, Waupaca, Wisconsin 54981 Description: Answer phones, Schedule appointments, Process paperwork and follow through to completion on account activity, Keep records of daily activity in office, Print reports for client meetings 3) WAYPOINT FINANCIAL SOLUTIONS, INC POSITION: Notary Public NATURE: Notary for client convenience. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/15/2019 ADDRESS: 109 E Badger St, Waupaca WI 54981, United States DESCRIPTION: Witness client signatures on documents to be notarized. 4) WAUPACA SCHOLARSHIP FOUNDATION POSITION: Board member NATURE: Nonprofit Organization that seeks to raise funds to be awarded to students to further their education. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/04/2024 ADDRESS: E2325 King Rd, Waupaca WI 54981, United States DESCRIPTION: Review by laws to make sure that the scholarships being offered to students are presented correctly and gives all students the opportunity to apply. Continually brainstorm ideas for reaching out to current and potential donors to the scholarship committee. On a rotating schedule, read the students' applications and essays to be awarded scholarships and meet with a group of people within the community to determine the recipients of said scholarships. 5) WAYPOINT FINANCIAL SOLUTIONS, INC. POSITION: Financial Advisor & Operations Director NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 01/22/2018 ADDRESS: 109 E Badger St, Waupaca WI 54981, United States DESCRIPTION: Meet with clients in person and on the phone regarding their investment accounts and retirement planningProcess paperwork and follow through to completion on account activityKeep records of daily activity in officePrint reports for client meetings

Exams

• S66 Uniform Combined State Law Examination
  2022-06-01