Melanie A Kunze

Current Employers

Employment History

• 06/2021 → Present
  Smazal's Hunters Choice
  Colby, WI
• 09/2019 → 06/2023
  Rec Sports
  La Crosse, WI
• 09/2019 → 05/2023
  The University Of Wisconsin - La Crosse
  La Crosse, WI
• 04/2020 → 08/2020
  Nestle Pizza Division
  Medford, WI
• 06/2021 → 06/2023
  Mcneely Financial
  Spencer, WI
• 06/2019 → 08/2019
  Nestle Pizza Division
  Medford, WI
• 05/2018 → 08/2018
  Shopko
  Abbotsford, WI
• 09/2006 → 05/2019
  Abbotsford School District
  Abbotsford, WI
• 06/2019 → 08/2019
  Marathon School District
  Marathon, WI
• 06/2021 → 08/2021
  Marathon School District
  Marathon, WI
• 07/2022 → 01/2024
  Woodbury Financial, Inc.
  Spencer, WI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Spencer, WI

Previous Registrations

• 2023-08-07 → 2024-01-19
  Woodbury Financial Services, Inc.
  Spencer, WI

Other Businesses

1. Smazal's Hunters Choice No investment relation 109 S 1st Street, Colby, WI 54421 Service Industry Employee: Bartender Employee Start date: 06/03/2021 20 hours per month in the summer 0 hours during securities trading hours Duties include serving customers, basic cleaning duties, cooking, and restocking food and drinks. 2. CLARITY BY DESIGN LLC POSITION: Marketing NATURE: Clarity by Design, LLC has two member owners. It is owned in partnership with Rebecca Gonzalez and Juli McNeely. The LLC was formed with the intent to create, market and distribute materials with the Legacy Footprint logo. This entity will also be used to deliver value acceleration services to small business owners. This will include assessing and developing action plans to grow the overall value of the business and prepare for future sale and/or transition. I assist with marketing.The Legacy Footprint is a complete file system to house important documents including a bill pay guide, estate directory, legal facts and knowing the benefits an employer provides. The system includes hanging folders and sub folders for seven categories of important information and was created to help individuals organize and store information for ease and access by themselves and/or their trusted person(s). INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 06/26/2023 ADDRESS: 702 East Willow Drive, Spencer WI 54479, United States DESCRIPTION: Market and promote the Legacy Footprint File system to consumers and other financial advisors. Market and serve small business owners through a value acceleration process. 3. TENACITY ADVISOR GROUP INC. POSITION: Affiliated Advisor NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/26/2023 ADDRESS: 2700 Vernon Drive, Green Bay WI 54304, United States DESCRIPTION: Share best practices. 4. FINANCIAL CLARITY BY DESIGN POSITION: Financial Advisor NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 06/26/2023 ADDRESS: 702 East Willow Drive, Spencer WI 54405, United States DESCRIPTION: Insurance sales mostly during securities hours. 5. FINANCIAL CLARITY BY DESIGN, INC POSITION: Educational Course Facilitator NATURE: C-Corp INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/01/2024 ADDRESS: 702 E Willow Dr, Spencer WI 54479, United States DESCRIPTION: The Financial Foundations course was created in our office and has been approved through compliance. I will use this OBA to offer the course to young adults as a means of supplying education and resources to those that sign up for the course. Only pre-approved compliance materials will be used. There will be a cost for this course. We will promote on the website listed below. There will be a specific tab/page to promote the program from the menu. This page is live and has been approved by compliance.? 6. MARATHON HIGH SCHOOL POSITION: Volleyball Official NATURE: Education INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 06/09/2025 ADDRESS: 204 East St, Marathon City WI 54448, United States DESCRIPTION: Officiate summer league volleyball games for high school athletes.

Exams

• S66 Uniform Combined State Law Examination
  2023-08-04

Designations