Russell Eugene Kenitzer

Current Employers

Employment History

• 09/2005 → Present
  Kenitzer Tax Group
  Greenfield, WI
• 08/2013 → 10/2017
  Sii Investments
  Greenfield, WI
• 10/2017 → 01/2024
  Woodbury Financial Services Inc
  New Berlin, WI
• 01/2024 → Present
  Osaic Wealth, Inc.
  New Berlin, WI

Previous Registrations

• 2017-10-20 → 2024-01-19
  Woodbury Financial Services, Inc.
  New Berlin, WI
  Naples, FL
  New Berlin, WI
• 2013-08-22 → 2017-10-23
  Sii Investments, Inc.
  New Berlin, WI
  Hales Corners, WI
• 2005-09-09 → 2013-08-23
  Capital Financial Services, Inc.
  Greenfield, WI
  Greenfield, WI
  Minot, ND

Other Businesses

1. KENITZER FINANCIAL SOLUTIONS POSITION: Owner/Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/22/2014 ADDRESS: 2665 S Moorland Road, Suite 208, New Berlin WI 53151, United States DESCRIPTION: Solicitation and sale of fixed insurance products. 2. KENITZER TAX GROUP POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 55 SECURITIES TRADING HOURS: 45 START DATE: 09/09/2005 ADDRESS: 2665 S Moorland Road, Suite 208, New Berlin WI 53151, United States DESCRIPTION: Duties-Preparation of income tax returns for individuals, partnerships, corporations, trusts, etc. Processing transactions (checks, deposits, journal entries), payroll (and related quarterly and annual tax forms) and related preparation of financial statements for businesses. Tax planning, both long term and immediate. 3. RDK SCHAEFER LLC POSITION: Owner/Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/10/2018 ADDRESS: 2901 W Hilltop Lane, Franklin WI 53132, United States DESCRIPTION: All bookkeeping and management of the real estate that is the current soleasset of the LLC is performed by a separate management company. 4. TENACITY ADVISORY GROUP, INC. POSITION: Affiliated Advisor NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2019 ADDRESS: 2700 Vernon Drive, Green Bay WI 54304, United States DESCRIPTION: Share Best Practices 5. EXECUTOR OF FATHERS ESTATE-EUGENE M KENITZER POSITION: Executor of Estate NATURE: Not a business. Executor of the estate of my father, Eugene M Kenitzer INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/21/2026 ADDRESS: N80W32229 Northbrook Court, Hartland WI 53029-9744, United States DESCRIPTION: Executor of the estate of my father, Eugene M Kenitzer

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-10-18

Other Names

• Russ Kenitzer