Julianne Marie Wenzlick

Current Employers

Employment History

• 04/2016 → 03/2022
  Kestra Financial Services, Inc.
  Austin, TX
• 03/2022 → 08/2024
  Triad Advisors
  Norcross, GA
• 04/2022 → Present
  Gallagher Fiduciary Advisors, Llc
  Bloomington, MN
• 08/2024 → Present
  Osaic Wealth, Inc.
  Bloomington, MN

Previous Registrations

• 2016-04-20 → 2022-03-31
  Kestra Advisory Services, Llc
  Bloomington, MN
• 2013-11-04 → 2016-09-22
  Kestra Investment Services, Llc
  Bloomington, MN
• 2011-11-16 → 2013-05-24
  Wells Fargo Clearing Services, Llc
  Wayzata, MN

Other Businesses

1)Business Name: P&W Designs LLC Investment Related: No, Address: 2600 Tyrone Lane Mound MN 55364, Nature of Business: custom planner design business and Etsy Shop Relationship: Owner Start Date: 3/1/2021, Hours per month: 40 hours, Hours per month during trading hours: 0 Hours Duties: Design work in Canva and consults with clients. 2) Business Name: P&W Lawn and Caretaking, LLC Investment Related: No Address: 2600 Tyrone Lane Mound MN 55364 Nature of Business: Lawn and Caretaking business Position: Co-Owner Start Date: 2/1/2021 Hours per month 5 hours; Hours per month during trading hours: 0 hours Duties: I help with bookkeeping for the business and invoicing. 3) Business Name: Team Beachbody - Independent Partner; Investment Related: No; Address: 2600 Tyrone Lane, Mound, MN 55364; Nature of Business: Passive revenue from health & fitness sales; Position: Partner/Coach; Start Date: 07/01/2019; Hours per month: 0; Hours during trading hours: 0; Responsibilities: Connect individuals to the product and services Beachbody offers - at this point its all legacy passive revenue. 2) P&W DESIGNS LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 05/23/2021 ADDRESS: 2600 Tyrone Lane, Mound MN 55364, United States DESCRIPTION: I do graphic design, web design, SEO optimization and pinterest management for small business owners.

Exams

• S66 Uniform Combined State Law Examination
  2011-10-17

Other Names

• Julianne Poggemann
• Julianne Marie Poggemann