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Current Employers
Kiley Juergens Wealth Management, Llc

2409 Pacific Ave Se, Olympia, WA 98501 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-08-26
WA RA APPROVED 2013-12-18
  • TX RA
    APPROVED_RES
    Since 2026-08-26
  • WA RA
    APPROVED
    Since 2013-12-18

Branch Locations

2409 Pacific Ave Se, Olympia, WA 98501 • 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
Kiley Juergens Wealth Management Llc Olympia WA 09/2013 Present
Signator Investors, Inc. Lafayette CA 12/2015 11/2018
Osaic Wealth, Inc. Olympia WA 11/2018 04/2026
  • 09/2013 → Present
    Olympia, WA
  • 12/2015 → 11/2018
    Signator Investors, Inc.
    Lafayette, CA
  • 11/2018 → 04/2026
    Osaic Wealth, Inc.
    Olympia, WA
Other Businesses

1. HANDS ON CHILDREN'S MUSEUM, BOARD MEMBER, START 1/2015, NON-INVESTMENT RELATED, BOARD MEMBER. DISCUSS FUND RAISING AND BUDGETS, 1 HOUR/MONTH DURING SECURITIES TRADING HOURS. PROVIDES STRATEGIC FEEDBACK ON INITIATIVES AND PROJECTS. 2. WILLAMETTE UNIVERSITY ALUMNI ALLOCATION. POSITION: Board Member LOCATION: Salem, OR. NATURE: alumni association advisory board to non-profit University. Not Investment Related. 5 hrs/month during securities trading hours. 0 hours per month outside of securities trading hours. Start date: 09/2015. Provides strategic feedback on initatives and projects.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-12-12
  • S66 Uniform Combined State Law Examination
    2013-12-12
Designations

View on SEC IAPD

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