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Genevieve Lyn Kosmatka

Edward Jones

Nekoosa, WI

CRD 7651784

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-04
WI RA APPROVED 2024-12-03
  • TX RA
    APPROVED
    Since 2025-11-04
  • WI RA
    APPROVED
    Since 2024-12-03

Branch Locations

288 B Matterhorn Trail, Nekoosa, WI 54457 • 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
Edward Jones Nekoosa WI 11/2022 Present
United States Post Service Nekoosa WI 03/2011 09/2022
  • 11/2022 → Present
    Edward Jones
    Nekoosa, WI
  • 03/2011 → 09/2022
    United States Post Service
    Nekoosa, WI
Other Businesses

Immanuel Lutheran School Wisconsin Rapids, WI Start date: 10/31/2025 Hours per week: 0 Hours during trading: 0 Desc: No responsibilities

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-30
  • S66 Uniform Combined State Law Examination
    2024-11-30
Other Names
  • Genevieve Lyn Mcallister

View on SEC IAPD

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