Kevin Michael Thelen

Current Employers

Employment History

• 02/2018 → Present
  Beyou Financial Llc
  Sacramento, CA
• 02/2017 → 01/2018
  Unemployed
  Sacramento, CA
• 11/2007 → 01/2017
  Genovese Burford & Brothers
  Sacramento, CA
• 08/2019 → 01/2024
  Woodbury Financial Services Inc
  Roseville, CA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Roseville, CA

Previous Registrations

• 2019-08-21 → 2024-01-19
  Woodbury Financial Services, Inc.
  Roseville, CA
• 2018-06-18 → 2019-11-19
  Beyou Financial
  Sacramento, CA
• 2014-01-08 → 2017-03-22
  Osaic Wealth, Inc.
  Sacramento, CA
• 2008-01-03 → 2017-03-16
  Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, Llc
  Sacramento, CA
• 2007-02-09 → 2007-10-17
  Ameriprise Financial Services, Llc
  Bellevue, WA

Other Businesses

1. PROSPERO WEALTH ADVISORS, LLC POSITION: Partner/Financial Advisor NATURE: This business is owned by Christain Baldree, a registered rep of Woodbury. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 25 START DATE: 09/16/2019 ADDRESS: 925 Highland Pointe Drive, 190, Roseville CA 95678, United States DESCRIPTION: - Create and oversee our fee based asset management program utilizing Woodbury's WMP. - Grow and support our 401k business. 2. PROSPERO BENEFITS POSITION: no title utilized NATURE: They are a group of independent insurance agents. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/13/2020 ADDRESS: 925 Highland Pointe Dr, Roseville CA 95678, United States DESCRIPTION: I actively market 401(k) plans, and sometimes I come across an opportunity to refer an insurance agent from Prospero Benefits. They provide health benefits to employers. In return for a referral, I am provided a percentage of the commission they earn.

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-09-23
• S66 Uniform Combined State Law Examination
  2007-02-08