Lori Jae Troyer

Current Employers

Employment History

• 09/2004 → 01/2024
  Woodbury Financial Services
  Hartland, WI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Hartland, WI

Previous Registrations

• 2014-04-14 → 2024-01-19
  Woodbury Financial Services, Inc.
  Hartland, WI
  Hartland, WI

Other Businesses

1) LORI TROYER; NONINVT REL; 555 S INDUSTRIAL DRIVE SUITE 11, HARTLAND WI 53029; TERM INSURANCE; REGISTERED REP; START 01/01/2012; 2 HRS/MO; 2 HRS/MO DURING TRADING; TERM INSURANCE. 2) POWERS MEMORIAL LIBRARY; NON INV REL; 115 W MAIN ST PALMYRA WI 53156; OVERSEE MEETINGS, CREATE AGENDAS, VOLUNTEER AT FUND RAISING EVENTS; PRESIDENT; START 11/1/2010; 3 HRS PER MONTH, 0HR/MO DURING TRADING HRS. 3) LORI TROYER; POSITION: Agent NATURE: Individual INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 1 START DATE: 04/12/2017; ADDRESS: 555 S Industrial Drive, Suite 11, Hartland WI 53029, United States; DESCRIPTION: Appointment to market Medicare supplements plans 4) D&L FINANCIAL ADVISORS LLC POSITION: VP NATURE: Corporation developed to provide support work staff. This is a service company. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2017 ADDRESS: 555 S. Industrial Drive, Suite 11, Hartland WI 53029, United States DESCRIPTION: Service work provided by staff. 5) FIXED ANNUITIES POSITION: Rep NATURE: Insurance--Fixed Annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 06/27/2018 ADDRESS: 555 S. Industrial Drive, Suite 11, Hartland WI 53029, United States DESCRIPTION: Fixed Annuities 6) FUNERAL TRUSTS POSITION: Rep NATURE: Insurance: Establishing Funeral Trusts for clients. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/01/2020 ADDRESS: 555 S. Industrial Drive, Suite 11, Hartland WI 53029, United States DESCRIPTION: Establishing Funeral Trusts for clients 7) NOTARY POSITION: Self NATURE: I notarize documents as needed. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/27/2020 ADDRESS: 555 S. Industrial Drive, Suite11, Hartlad WI 53029, United States DESCRIPTION: Notarizing as needed.

Exams

• S66 Uniform Combined State Law Examination
  2014-03-14
• S63 Uniform Securities Agent State Law Examination
  1996-04-26

Other Names

• Lori Jae Standefer