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Traci D Foss

Edward Jones

Fitchburg, WI

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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-13
WI RA APPROVED 2025-12-12
  • TX RA
    APPROVED
    Since 2026-02-13
  • WI RA
    APPROVED
    Since 2025-12-12

Branch Locations

2979 Triverton Pike Dr Ste 101, Fitchburg, WI 53711-7505 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bmo Bank/Lpl Financial Middleton WI 01/2020 04/2025
Monte's Verona WI 05/2018 09/2019
N/A Waunakee WI 10/2019 12/2019
Edward Jones St. Louis MO 10/2025 Present
Unemployed Waunakee WI 05/2025 09/2025
Unemployed Wanaukee WI 08/2013 05/2018
  • 01/2020 → 04/2025
    Bmo Bank/Lpl Financial
    Middleton, WI
  • 05/2018 → 09/2019
    Monte's
    Verona, WI
  • 10/2019 → 12/2019
    N/A
    Waunakee, WI
  • 10/2025 → Present
    Edward Jones
    St. Louis, MO
  • 05/2025 → 09/2025
    Unemployed
    Waunakee, WI
  • 08/2013 → 05/2018
    Unemployed
    Wanaukee, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-10
S63 Uniform Securities Agent State Law Examination 2023-09-09
  • S66 Uniform Combined State Law Examination
    2025-12-10
  • S63 Uniform Securities Agent State Law Examination
    2023-09-09
Other Names
  • Traci Foss
  • Traci Joens
  • Traci Diana Joens
  • Traci Diana Foss

View on SEC IAPD

Other Firms

HARBOUR INVESTMENTS, INC.
OSAIC WEALTH, INC.
BROOKSTONE CAPITAL MANAGEMENT LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
U.S. BANCORP ADVISORS, LLC
CALCULATED WEALTH
ATLATL ADVISERS

Other Investors

JILL MARIE SOMMERS
DAVID M BROWN
JAMIE LYNN HANSON
Ellen Rosalia Fallon Natvig
ELIZABETH JEAN WITZEL
JOSHUA CLINTON EVENSON
GREG RICHARD HALAT
JON CHARLES YLINEN

Other Offices

HARBOUR INVESTMENTS, INC. · FITCHBURG, WI
OSAIC WEALTH, INC. · FITCHBURG, WI
BROOKSTONE CAPITAL MANAGEMENT LLC · Fitchburg, WI
CETERA INVESTMENT ADVISERS LLC · MADISON, WI
STATE FARM INVESTMENT MANAGEMENT CORP. · Fitchburg, WI
U.S. BANCORP ADVISORS, LLC · Madison, WI
EDWARD JONES · FITCHBURG, WI
CALCULATED WEALTH · MADISON, WI

More in Fitchburg, WI

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