Kelly J Taillefer

Current Employers

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2024-01-19

WI RA
APPROVED

Since 2024-01-19

Branch Locations

N6687 Wrightway Drive, Fond Du Lac, WI 54937 • 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

Organization	City	State	From	To
Friar Tucks - Progressive Investors Inc.	Fond Du Lac	WI	05/2007	08/2021
National Planning Corporation	Fond Du Lac	WI	08/2015	10/2017
Feucht Financial Group Llc	Fond Du Lac	WI	08/2015	Present
Woodbury Financial Services Inc	Fond Du Lac	WI	09/2019	01/2024
Osaic Wealth, Inc.	Fond Du Lac	WI	01/2024	Present

05/2007 → 08/2021

Friar Tucks - Progressive Investors Inc.

Fond Du Lac, WI
08/2015 → 10/2017

National Planning Corporation

Fond Du Lac, WI
08/2015 → Present

Feucht Financial Group Llc

Fond Du Lac, WI
09/2019 → 01/2024

Woodbury Financial Services Inc

Fond Du Lac, WI
01/2024 → Present

Osaic Wealth, Inc.

Fond Du Lac, WI

Previous Registrations

2020-09-30 → 2024-01-19

Woodbury Financial Services, Inc.

Fond Du Lac, WI

Other Businesses

1. SCHOOL DISTRICT OF OAKFIELD POSITION: Board Member NATURE: School Board INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 08/28/2025 ADDRESS: 200 E White Street, Oakfield WI 53065, United States DESCRIPTION: Help assist in making decisions for the school district of Oakfield. 2. FEUCHT FINANCIAL GROUP, L.L.C.- TAX PREPARATION POSITION: Tax Preparer NATURE: LLC Partnership INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 08/10/2015 ADDRESS: N6687 Wrightway Dr, Fond du Lac WI 54937, United States DESCRIPTION: Tax planning and preparation. 3. FEUCHT FINANCIAL GROUP, L.L.C.- FIXED INSURANCE POSITION: Insurance Sales NATURE: LLC Partnership INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/10/2015 ADDRESS: N6687 Wrightway Dr, Fond du Lac WI 54937, United States DESCRIPTION: Selling various Fixed Insurance products, including funeral trust insurance. 4. FEUCHT FINANCIAL GROUP, LLC - DBA POSITION: The purpose of this OBA is to disclose the DBA, Feucht Financial Group, LLC. for my tax preparation, financial services, and fixed insurance business. NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 08/10/2015 ADDRESS: N6687 Wrightway Drive, Fond du Lac WI 54937, United States DESCRIPTION: The purpose of this OBA is to disclose the DBA, Feucht Financial Group, LLC. for my tax preparation, financial services, and fixed insurance business.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-09-28

S66 Uniform Combined State Law Examination

2020-09-28

Other Names

Kelly Jane Tennie
Kelly Jane Taillefer

View on SEC IAPD