James Walling Kuekan

Current Employers

Employment History

• 03/2003 → 01/2025
  Lincoln Financial Advisors Corporation
  Shrewsbury, MA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Laconia, NH

Previous Registrations

• 2004-02-27 → 2025-01-24
  Osaic Fa, Inc.
  Worcester, MA
  Laconia, NH
• 1994-04-14 → 2003-12-19
  Veravest Investment Advisors, Inc.
  Worcester, MA

Other Businesses

1) 714 MADISON PLACE SHREWSBURY, MA 01545 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT AND HEALTH INSURANCE, TRADITIONAL LIFE INSURANCE, DISABILITY INCOME PRODUCTS, HEALTH SAVINGS ACCOUNTS, FIXED / EQUITY INDEXED ANNUITIES AND FIXED LIFE SETTLEMENTS. START DATE: 11/1/2004 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 10 2) JAMES W. KUEKAN POSITION: Owner, Self, Sole Proprietor NATURE: Rental of a boat storage rack INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2024 ADDRESS: 46 Drummer Trail, Laconia NH 03246, United States DESCRIPTION: Advertise rental annually, Collect rent, pay taxes and fees 3) JAMES W. KUEKAN POSITION: Agent NATURE: sell and service all types of fixed life , disability , long term care and employer sponsored group life and health insurance INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 08/15/1974 ADDRESS: 46 Drummer Trail, Laconia NH 03246, United States DESCRIPTION: see # 6 above 4) ONE RESOURCE GROUP POSITION: Other-insurance broker NATURE: fixed products INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 11/01/2004 ADDRESS: 46 Drummer Trail, Laconia NH 03246, United States DESCRIPTION: broker fixed insurance products

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-02-12
• S65 Uniform Investment Adviser Law Examination
  1995-12-21

Designations