Kaysi Lynn Whelan

Current Employers

Employment History

• 10/2019 → Present
  Nylife Securities, Llc.
  Portland, OR
• 01/2019 → Present
  New York Life Insurance Company
  Portland, OR
• 06/2013 → 12/2017
  Mary Kay Independent Sal
  Crescent City, CA
• 04/2017 → 06/2018
  Del Norte Unified School
  Crescent City, CA
• 07/2018 → 01/2019
  Unemployed
  Beaverton, OR
• 08/2022 → 12/2025
  Wb Financial, Llc D/B/A Ritrovare Financial & Insurance Solution
  Beaverton, OR
• 07/2024 → Present
  Eagle Strategies Llc
  Beaverton, OR
• 12/2025 → Present
  Wb Financial, Llc D/B/A Strata Financial Partners
  Beaverton, OR

Other Businesses

[OPERATING UNDER THE DBA NAME OF WB Financial, LLC D/B/A Strata Financial Partners FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; BEAVERTON, OR; START DATE: 12/2025] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 4900 SW Griffith Dr. #121, Beaverton OR 97005; Start Date 07/2022; Role/Title: Owner; Investment Related; 1 hours per month; 1 hours per month during securities trading hours][Beaverton Area Chamber of Commerce Scholarship Fund; Fund Chair. The BACC Scholarship Fund oversee standards around scholarship criteria and award, evaluate application and award scholarships, recruit silent auction items for Annual Gala to raise funds for Future Scholarships. ; 12600 SW Crescent St. Suite 160, Beaverton OR 97005; Start Date 12/2023; Role/Title: Board Member; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours; chair of scholarship committee][Beaverton Area Chamber of Commerce ; Member Mentor Committee. Makes sure new members receive welcome phone call & new member packet & attend mixers to provide networking support for new member. Answer questions for assigned mentee member, help connect with BACC resources. ; 12600 SW Crescent St. #160, Beaverton OR 97005; Start Date 10/2024; Role/Title: Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-30
• S63 Uniform Securities Agent State Law Examination
  2020-01-24

Other Names

• Casey L Battilega