Heather Lynn Lindsley

Current Employers

Employment History

• 06/2013 → 01/2024
  Woodbury Financial Services, Inc.
  Green Bay, WI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Green Bay, WI

Previous Registrations

• 2015-06-11 → 2024-01-19
  Woodbury Financial Services, Inc.
  Green Bay, WI
  Green Bay, WI
  Green Bay, WI

Other Businesses

1. TENACITY ADVISORY GROUP POSITION: Affiliated Advisor NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2022 ADDRESS: 566 Red Bird Circle, DePere WI 54115, United States DESCRIPTION: Share best practices 2. GPFS INC POSITION: Owner NATURE: S Corp established for tax purposes INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2019 ADDRESS: 916 Willard Dr Ste 120, Green Bay WI 54304, United States DESCRIPTION: This is not a marketed company - bank reconciliation, payroll, recording expenses 3. HEATHER LINDSLEY POSITION: Agent NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2004 ADDRESS: 916 Willard Dr Ste 120, Green Bay WI 54304, United States DESCRIPTION: Life insurance sales, Long Term Care Insurance and fixed annuities 4. MDRT FOUNDATION POSITION: President NATURE: 501c3 INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/13/2026 ADDRESS: 325 West Touhy Ave, Parkridge IL 60068, United States DESCRIPTION: The President leads the MDRT Foundation Board of Trustees and is part of the five person Officer leadership team that provides strategy and direction to achieve the organization's goals. Additionally, Ms. Lindsley will serve as Officer liaison to the Grants committee and the Corporate Partner committee.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-06-04
• S63 Uniform Securities Agent State Law Examination
  2004-07-23

Other Names

• Heather Lynn Harad
• Heather Lynn Guelette
• Heather Lynn Kryger
• Heather Lynn Kryger