Geoffrey Taylor Koepp

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2009 → 01/2024
  Woodbury Financial Services
  Kent, WA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Austin, TX

Previous Registrations

• 2009-09-17 → 2024-01-19
  Woodbury Financial Services, Inc.
  Kent, WA
  Renton, WA
  Austin, TX
  Austin, TX
• 2005-03-30 → 2009-09-21
  Ameriprise Financial Services, Llc
  Bellevue, WA
  Bellevue, WA

Other Businesses

1) ATLAS FINANCIAL; INVT REL; 6101 W. Courtyard Dr. Suite 3-125, Austin, Tx. 78730 ; INSURANCE SALES AND SERVICES; AGENT; START 03/29/2005; 160 HRS/MO; 160 HRS/MO DURING TRADING; INSURANCE SALES AND SERVICE. 2) SOUTHWEST BUSINESS CONSULTANTS INC. POSITION: Financial Advisor for non-Woodbury related activity and services. NATURE: Corporation CPA / financial consulting firm INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 11/18/2015 ADDRESS: 6101 W. Courtyard Dr, build 3, Suite 123, Austin TX 78730 DESCRIPTION: Financial Advisor/Planner/Insurance agent 3) SOUTHWEST BUSINESS INSURANCE AGENCY POSITION: Advisor/ insurance agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 11/18/2015 ADDRESS: 6101 W Courtyard Dr, building 3, Suite 125, Austin TX 78730 DESCRIPTION: Selling Insurance for life, health, DI and, LTC 4) SOUTHWEST BUSINESS INSURANCE POSITION: Financial Advisor NATURE: I am using an FMO Gameplan Financial for processing my Index Annuities and Insurance and LTC products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/01/2018 ADDRESS: 6101 W. Courtyard Dr., Suite 3-125, Austin TX 78730, United States DESCRIPTION: Sales of Term and Index Annuities and Ins 5) ATLAS FINANCIAL PLANNING POSITION: Financial Advisor NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 09/16/2009 ADDRESS: 6101 W Courtyard Dr., #3-125, Austin TX 78730, United States DESCRIPTION: Financial planning/Investments/Insurance 6) BASTROP CHAMBER OF COMMERCE POSITION: member NATURE: Non Profit INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2022 ADDRESS: 927 Main St, Bastrop TX 78602, United States DESCRIPTION: Member and attend meetings

Exams

• S66 Uniform Combined State Law Examination
  2005-03-29

Other Names

• Geoff Taylor Koepp