William John Friess

Current Employers

Employment History

• 07/2005 → 01/2024
  Woodbury Financial Services, Inc
  Woodbury, MN
• 01/2024 → Present
  Osaic Wealth, Inc.
  San Diego, CA

Previous Registrations

• 2005-07-25 → 2024-01-19
  Woodbury Financial Services, Inc.
  San Diego, CA
  San Diego, CA
  San Diego, CA
• 1998-03-27 → 2005-05-10
  Mony Securities Corporation
  San Diego, CA

Other Businesses

1. FRIESS CONSULTING GROUP, 17659 ALVA ROAD, SAN DIEGO, CA 92127; COACHING FINANCIAL SERVICES PROFESSIONALS; INV RELATED; STARTED 01/01/2005; 5 HRS/MTH WITH 5 DURING TRADING HRS; SALES AND PRACTICE MANAGEMENT COACHING, FIXED LIFE SETTLEMENTS AS OF 10/30/09. 2. Osaic Inc. INV RELATED; 17659 Alva Road San Diego CA 92127, BROKER DEALER; Regional Vice President; 07/05/2005; 40HR/MON; 0HR/MON; SALES 3. FRIESS CONSULTING GROUP POSITION: OWNER NATURE: SOLE PROPRIETORSHIP INVESTMENT RELATED: NO NUMBER OF HOURS: 4 INVESTMENT RELATED HOURS: 4 START DATE: 03/27/2014 ADDRESS: 17659 ALVA ROAD, SAN DIEGO CA 92127 DESCRIPTION: FIXED INSURANCE PRODUCTS SALES AND FINANCIAL PROFESSIONALS COACHING 4. FRIESS CONSULTING GROUP POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 03/27/2014; ADDRESS: 17659 Alva Road, San Diego CA 92127, United States DESCRIPTION: Fixed Insurance products sales, commission and over-rides 5. FRIESS CONSULTING GROUP POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 03/27/2014 ADDRESS: 17659 Alva Road, San Diego CA 92127, United States DESCRIPTION: Fixed life, property and casualty products sales, commission and over-rides 6. JANYCE TRITCH TRUST POSITION: succesor trustee at death NATURE: Janyce Tritch Trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/31/2022 ADDRESS: 17659 Alva Road, San Diego CA 92127, United States DESCRIPTION: Janyce Tritch is my wife's sister.Upon her death I am named as her successor trustee. 7. WILLIAM FRIESS POSITION: owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2022 ADDRESS: 17659 alva road, san diego CA 92127, United States DESCRIPTION: Property owner of a single- family residence. I currently lease the home to and use a property manager.

Exams

• S66 Uniform Combined State Law Examination
  2006-04-28

Other Names

• Bill Friess