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Brooke Ashley Willis

Osaic Wealth, Inc.

Overland Park, KS

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2024-01-19
  • KS RA
    APPROVED
    Since 2024-01-19

Branch Locations

Deer Creek Woods 7381 W 133Rd St Ste 208, Overland Park, KS 66213 • 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
Geha, Inc. Lees Summit MO 08/2019 Present
State Street Corporation Kansas City MO 06/2017 08/2019
Keen Wealth Advisors Overland Park KS 01/2017 06/2017
State Street Corporation Kansas City MO 09/2016 12/2016
Rockhurst University Kansas City MO 08/2013 05/2017
Nick And Jake's Kansas City MO 11/2015 09/2016
Woodbury Financial Services Inc Overland Park KS 01/2023 01/2024
Osaic Wealth, Inc. Overland Park KS 01/2024 Present
  • 08/2019 → Present
    Geha, Inc.
    Lees Summit, MO
  • 06/2017 → 08/2019
    State Street Corporation
    Kansas City, MO
  • 01/2017 → 06/2017
    Keen Wealth Advisors
    Overland Park, KS
  • 09/2016 → 12/2016
    State Street Corporation
    Kansas City, MO
  • 08/2013 → 05/2017
    Rockhurst University
    Kansas City, MO
  • 11/2015 → 09/2016
    Nick And Jake's
    Kansas City, MO
  • 01/2023 → 01/2024
    Woodbury Financial Services Inc
    Overland Park, KS
  • 01/2024 → Present
    Overland Park, KS
Previous Registrations
  • 2024-01-03 → 2024-01-19
    Woodbury Financial Services, Inc.
    Overland Park, KS
Other Businesses

1. WILLIS FINANCIAL SOLUTIONS POSITION: Registered Representative NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2025 ADDRESS: 7381 West 133rd Street, Suite 208, Overland Park, Kansas KS 66213, United States DESCRIPTION: I am a Registered Representative who works to support branch activities including Jerry Willis, who sells Fixed Life, Annuities and Medical Insurance. 2.WILLIS FINANCIAL SOLUTIONS POSITION: Registered Representative NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2025 ADDRESS: 7381 West 133rd Street, Suite 208, Overland Park, Kansas KS 66213, United States DESCRIPTION: I am a Registered Representative who sells Fixed Life and Annuities, who also works to support branch activities of Jerry Willis, who sells Fixed Life, Annuities and Medical Insurance.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-08
  • S66 Uniform Combined State Law Examination
    2023-12-08

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