Teresa May Hart

Current Employers

Employment History

• 10/2013 → 01/2024
  Woodbury Financial Services, Inc.
  Mitchell, SD
• 01/2024 → Present
  Osaic Wealth, Inc.
  Mitchell, SD

Previous Registrations

• 2013-10-23 → 2024-01-19
  Woodbury Financial Services, Inc.
  Mitchell, SD
  Mitchell, SD
• 2008-05-12 → 2013-10-21
  Edward Jones
  Mitchell, SD
  St. Louis, MO

Other Businesses

1. WOODBURY FINANCIAL SERVICES / HART FINANCIAL GROUP POSITION: Financial Advisor NATURE: Insurance & Financial Services INVESTMENT RELATED: Yes HOURS: 10 TRADING: 10 START: 11/30/2016 ADDRESS: 708 E. Kay Ave., Ste. 3, Mitchell, SD 57301 DESCRIPTION: Insurance sales, including life, indexed life, indexed annuities, LTC, and disability insurance. 2. BOSS WOMEN UNITED POSITION: Board Member NATURE: Scholarship Fund (administered by Rockland Community Foundation) INVESTMENT RELATED: No HOURS: 5 TRADING: 1 START: 12/11/2023 ADDRESS: PO Box 323, New York City, NY 10956 DESCRIPTION: Board member assisting with scholarship reviews, fundraising, marketing, and program awareness to support women in financial services. 3. HART FINANCIAL GROUP, LLC POSITION: Owner/President NATURE: S Corporation INVESTMENT RELATED: Yes HOURS: 0 TRADING: 0 START: 05/08/2025 ADDRESS: 708 E. Kay Ave., Ste. 3, PO Box 1312, Mitchell, SD 57301 DESCRIPTION: Financial advisory business operating under an S Corp structure for payroll and tax administration. 4. TERESA M HART, AUTHOR POSITION: Author NATURE: Published Author INVESTMENT RELATED: No HOURS: 2 TRADING: 0 START: 03/01/2026 ADDRESS: 708 E. Kay Ave., Ste. 3, Mitchell, SD 57301 DESCRIPTION: Contributed a chapter to Financial Trendsetters 4; proceeds benefit a women's nonprofit. 5. 100 WOMEN UNITED POSITION: Co-Founder NATURE: Community Giving Group INVESTMENT RELATED: No HOURS: 0 TRADING: 0 START: 01/01/2025 ADDRESS: 3000 Canal Circle, Mitchell, SD 57301 DESCRIPTION: Members donate twice yearly to local nonprofits; assist with registration and member records. 6. THE UNITED WAY POSITION: Board Member NATURE: Nonprofit Organization INVESTMENT RELATED: No HOURS: 2 TRADING: 0 START: 08/01/2026 ADDRESS: 1920 N. Sanborn Blvd., Mitchell, SD 57301 DESCRIPTION: Volunteer board member supporting programs serving nine counties in south-central South Dakota. 7. WOMEN IN LEADERSHIP WITH AI DRIVEN ENGAGEMENT PROGRAM POSITION: Advisory Board Member NATURE: Executive Certificate Program INVESTMENT RELATED: No HOURS: 1 TRADING: 0 START: 07/20/2026 ADDRESS: 228 Wiecking Center, Mankato, MN 56001 DESCRIPTION: Advises on curriculum development, leadership frameworks, executive engagement tools, and mentorship opportunities for women leaders.

Exams

• S66 Uniform Combined State Law Examination
  2008-05-05
• S63 Uniform Securities Agent State Law Examination
  2006-01-20