Kelly Gerard Watzka

Current Employers

Employment History

• 10/2010 → 02/2023
  Associated Investment Services, Inc.
  Green Bay, WI
• 02/2023 → Present
  Pinnacle Private Wealth
  Kimberly, WI
• 02/2023 → Present
  Commonwealth Financial Network
  San Dieog, CA

Previous Registrations

• 2010-11-11 → 2023-03-03
  Associated Investment Services, Inc.
  Appleton, WI
  Kimberly, WI
  Appleton, WI
  Green Bay, WI
  Shawano, WI
  New London, WI
  Crivitz, WI
  Kaukauna, WI
  Winneconne, WI
• 2005-07-06 → 2010-10-22
  Chase Investment Services Corp.
  Seymour, WI
  New Franken, WI
  Freedom, WI
  Seymour, WI
• 2003-10-14 → 2005-07-06
  Banc One Securities Corporation
  Seymour, WI

Other Businesses

1. Fixed insurance sales: Located in Green Bay, WI, as of 10/01/2022, 10 % time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Watzka Wealth Management, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 04/12/2023; 100% of time spent during business hours; Conducted at branch; Investment related. 3. Co-Owner, Pinnacle Private Wealth, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 04/03/2023; 100% of time spent during business hours; Conducted at branch; Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-06-07
• S63 Uniform Securities Agent State Law Examination
  1995-06-09

Other Names

• Kelly G Watzka