Cynthia Suzanne Fox

Current Employers

Employment History

• 11/2003 → Present
  New York Life
  Appleton, WI
• 12/2003 → Present
  Nylife Securities Inc
  Appleton, WI
• 06/2014 → Present
  Eagle Strategies Llc
  Appleton, WI
• 08/2015 → Present
  Financial Wellness Partners, Llc
  Menasha, WI

Other Businesses

[CENTER FOR GRIEVING CHILDREN; CHARITABLE / NON PROFIT ORGANIZATION; BOARD MEMBER; COMPENSATION: NONE; RESPONSIBILITIES INCLUDE MONTHLY MEEETINGS, PROJECT VOLUNTEERING, AND IDEAS FOR FUNDRAISING.] [INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS.; 2201 EAST ETERPRISE AVENUE, APPLETON WI 54913; START DATE 10/2014; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 10 HOURS PER MONTH; 10 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [OPERATING UNDER THE DBA NAME OF FINANCIAL WELLNESS PARTNERS, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; MENASHA, WI; START DATE: 08/2015] [Rental Property; We are dropping our 620 W. Main Street Rental Property from this OBA as we sold it today's closing 4/29/2019. We still have AirBNB Rental Income from our home tht is approved on this OBA at 1114 Sunset Drive, Kimberly WI; 1114 Sunset Dr. Kimberly WI; Start Date 04/2019; Role/Title: Owner; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours] [Stewardship/Capital Camp Committee; I sit on the stewardship/capital campaign and now am the moderator at church for the next 2 year 1-2026-1-2028. In this role I will only be signing church checks with 2 signers that pay vendors that are approved first from the finance committee ; 724 E South River St Appleton WI 54915; Start Date 01/2026; Role/Title: Volunteer; Investment Related; 6 hours per month; 3 hours per month during securities trading hours; helping oversee the programs in the church along with signing checks for payment approved for vendors]

Exams

• S66 Uniform Combined State Law Examination
  2014-05-19
• S65 Uniform Investment Adviser Law Examination
  1996-09-30
• S63 Uniform Securities Agent State Law Examination
  1991-08-09

Other Names

• Cynthia S Fox
• Cindi Ritcey-Fox
• Cindi Fox