Barbara Lynn Stetzko

Current Employers

Employment History

• 08/1989 → Present
  Stetzko & Associates Inc
  Crystal River, FL
• 11/1998 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 02/2005 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Crystal River, FL
• 03/2019 → Present
  Woodbury Financial Services, Inc.
  Crystal River, FL
• 01/2024 → Present
  Osaic Wealth, Inc.
  Crystal River, FL

Previous Registrations

• 2019-03-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  Crystal River, FL
• 2005-02-03 → 2019-03-01
  Questar Asset Management, Inc.
  Crystal River, FL
  Minneapolis, MN
  Crystal River, FL
• 1999-01-12 → 2005-12-31
  Questar Capital Corporation
  Crystal River, FL
  Minneapolis, MN

Other Businesses

1. LIFE HEALTH VAR INSURANCE POSITION: President NATURE: The Financial Sense People, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/01/1988 ADDRESS: 3448 North Citrus Ave, Crystal River FL 34428, United States DESCRIPTION: Offer insurance products to clients ;fixed annuities, disability, health, Life, Employee Benefits, Long Term Care. 2. THE FINANCIAL SENSE PEOPLE, LLC POSITION: President NATURE: The Financial Sense People, is an LLC & DBA name for all business related activities. INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 04/15/2004 ADDRESS: 3448 N. Citrus Avenue, Crystal River FL 34428, United States DESCRIPTION: See clients, advise, review and propose strategies as appropriate. 3. FINANCIAL TRANSFORMATION GROUP POSITION: Owner NATURE: DBA name (reg. in Fl.)used for Reg. Rep. Group. Name used in all marketing, correspondence, education and sales materials. This is a Florida LLC, and there are no earnings. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/01/2016 ADDRESS: 3448 N. Citrus Avenue, Crystal River FL 34428, United States DESCRIPTION: Creation of materials, supervision of Reps., recruitment, marketing, and marketing review. 4. RENTAL INCOME POSITION: Owner NATURE: Collect rental income on former home. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2015 ADDRESS: 3448 N. Citrus Avenue, Crystal River FL 34428, United States DESCRIPTION: Collect and process payments. 5. INCOME TAX PREPARATION POSITION: President NATURE: The Financial Sense People, LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/01/1988 ADDRESS: 3448 N. Citrus Ave, Crystal River FL 34428, United States DESCRIPTION: Cost Basis, RMD analysis & Income tax prep is completed by me. I then refer preparation to others at times, or work with the client's own tax professional. We do not accept a fee for a referral, or for completion of our work.

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-04-26

Designations

Other Names

• Barbara Lynn Goerke
• Barbara Stetzko
• Barbara L Stetzko