Kurt John Reif

Current Employers

Employment History

• 10/1987 → Present
  Kensington Fin Ser.
  Arlington Hts, IL
• 01/2001 → Present
  Kensington Insurance Agency Inc.
  Lake Zurich, IL
• 07/2008 → 01/2025
  Lincoln Financial Securities
  Arlington Heights, IL
• 01/2025 → Present
  Osaic Wealth, Inc.
  Arlington Heights, IL

Previous Registrations

• 2001-11-09 → 2025-01-24
  Osaic Fs, Inc.
  Arlington Heights, IL
• 2009-09-02 → 2010-03-05
  Independent Advisers Group Corp
  Lake Zurich, IL

Other Businesses

1. KENSINGTON INSURANCE AGENCY POSITION: President NATURE: Insurance: Life, Health, and annuity, Home and Auto INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/01/2000 ADDRESS: 3135 N Wilke Rd Ste A, Arlington Hts IL 60004, United States DESCRIPTION: Sell Insurance: Life, Health, Annuity, P&C 2. 3) KENSINGTON FINANCIAL SERVICES, INC POSITION: Owner NATURE: I need to add this to Kensington Financial Services that I may sell or discuss the insurance portion of a Health Savings Account. This is a marketing name INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 10/01/1987 ADDRESS: 3135 N Wilke Rd Ste A, Arlington Hts IL 60004, United States DESCRIPTION: I sell insurance through Kensington Financial Services.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-08-09
• S63 Uniform Securities Agent State Law Examination
  1991-06-10

Other Names

• Kurt John Reif