Julie J Woelfel

Current Employers

Employment History

• 02/2013 → Present
  Belke Financial Group
  New Holstein, WI
• 01/2013 → 10/2017
  Sii Investments, Inc.
  Nwe Holstein, WI
• 03/2012 → Present
  New Holstein School District
  New Holstein, WI
• 10/2017 → 01/2024
  Woodbury Financial Services Inc
  New Holstein, WI
• 11/2010 → Present
  New Holstein Utilities
  New Holstein, WI
• 01/2024 → Present
  Osaic Wealth, Inc.
  New Holstein, WI

Previous Registrations

• 2017-10-26 → 2024-01-19
  Woodbury Financial Services, Inc.
  New Holstein, WI
• 2014-01-02 → 2017-10-26
  Sii Investments, Inc.
  New Holstein, WI

Other Businesses

1. CITY VIEW DAIRY, LLC POSITION: Office Manager NATURE: Single Member LLC INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2000 ADDRESS: 1511 Melissa Lane, New Holstein WI 53061, United States DESCRIPTION: Bookkeeper of farm operations 2. BELKE FINANCIAL GROUP POSITION: Financial Advisor & Tax Consultant NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 110 START DATE: 02/01/2013 ADDRESS: 2210 Calumet Drive, New Holstein WI 53061, United States DESCRIPTION: Meet w/clients to review investments and recommend changes, if applicable. Prepare Federal and State income taxes. 3. INSURANCE / BELKE FINANCIAL GROUP POSITION: Financial Advisor/Tax Consultant NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 02/01/2013 ADDRESS: 2210 Calumet Dr., New Holstein WI 53061, United States DESCRIPTION: assist clients w/various financial planning solutions, including insurance products. 4. TENACITY ADVISOR GROUP, INC. POSITION: Affiliated Advisor NATURE: S-Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2019 ADDRESS: 2700 Vernon Drive, Green Bay WI 54304, United States DESCRIPTION: Share best practices

Exams

• S66 Uniform Combined State Law Examination
  2013-11-26

Other Names

• Julie J Gaestel