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Kaylee Ann Reynolds

Osaic Wealth, Inc.

Butte, MT

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2025-04-16
  • MT RA
    APPROVED
    Since 2025-04-16

Branch Locations

29 Discovery Drive, Butte, MT 59701 • 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
Lucky Perk Boise ID 08/2016 12/2018
Anna Williams Law Bozeman MT 12/2018 04/2019
Orange Theory Fitness Bozeman MT 04/2019 10/2020
Unemployed/Full-Time Student Bozeman MT 10/2020 03/2021
Treasure State Hearing Bozeman MT 03/2021 05/2022
Summit Financial Advisors Butte MT 05/2022 08/2022
Da Davidson Bozeman MT 09/2022 07/2024
Osaic Wealth Butte MT 07/2024 Present
  • 08/2016 → 12/2018
    Lucky Perk
    Boise, ID
  • 12/2018 → 04/2019
    Anna Williams Law
    Bozeman, MT
  • 04/2019 → 10/2020
    Orange Theory Fitness
    Bozeman, MT
  • 10/2020 → 03/2021
    Unemployed/Full-Time Student
    Bozeman, MT
  • 03/2021 → 05/2022
    Treasure State Hearing
    Bozeman, MT
  • 05/2022 → 08/2022
    Summit Financial Advisors
    Butte, MT
  • 09/2022 → 07/2024
    Da Davidson
    Bozeman, MT
  • 07/2024 → Present
    Osaic Wealth
    Butte, MT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-08
  • S66 Uniform Combined State Law Examination
    2025-04-08
Other Names
  • Kaylee Simkins

View on SEC IAPD

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Other Investors

Walter Scott McIntosh
DIANE MARIE ARNTSON
LEO CHARLES MCCARTHY
Jenna Marie McCarthy
James Manning
Jake Simkins
William D Daily
DANIEL MCCAFFERY REGAN

Other Offices

EDWARD JONES · BUTTE, MT
STATE FARM INVESTMENT MANAGEMENT CORP. · Butte, MT
EDWARD JONES · BUTTE, MT
OSAIC WEALTH, INC. · BUTTE, MT
EDWARD JONES · BUTTE, MT
EDWARD JONES · BUTTE, MT
OSAIC WEALTH, INC. · BUTTE, MT
CETERA INVESTMENT ADVISERS LLC · BUTTE, MT

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