Jody Kay Mcdonough

Current Employers

Employment History

• 09/2012 → 01/2017
  Thrivent Investment Management Inc
  Roseville, MN
• 11/2012 → 01/2017
  Thrivent Financial For Lutherans
  Appleton, WI
• 01/2017 → 01/2024
  Woodbury Financial Services Inc
  Roseville, MN
• 01/2024 → Present
  Osaic Wealth, Inc.
  Oakdale, MN

Previous Registrations

• 2017-01-25 → 2024-01-19
  Woodbury Financial Services, Inc.
  Roseville, MN
  Lake Elmo, MN
  Roseville, MN
  Oakdale, MN
• 2013-11-19 → 2017-01-11
  Thrivent Investment Management Inc.
  Minneapolis, MN
  Stillwater, MN
  Minneapolis, MN
• 2011-01-03 → 2012-09-05
  Wells Fargo Clearing Services, Llc
  Saint Paul, MN
  Minneapolis, MN
• 2005-06-22 → 2011-01-03
  Wells Fargo Investments, Llc
  Saint Paul, MN
  St Paul, MN
  Saint Paul, MN

Other Businesses

1) ST. CROIX WEALTH MANAGEMENT POSITION: Insurance Representative NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/08/2017 ADDRESS: 2896 Simpson Street, Roseville MN 55113 DESCRIPTION: Insurance sales 2)WOMEN IN INSURANCE AND FINANCE POSITION: Board Member - President NATURE: Non Profit INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2023 ADDRESS: 136 Everett Road, Alban NY 12205, United States DESCRIPTION: I will be join other women and lead for helping set up programs bringing women together in the twin cities in the financial industry. 3) IRISH ARTS MINNESOTA POSITION: Board Member NATURE: The mission of Irish Arts Minnesota is to support the continuation of the traditional arts of Ireland and promote Irish culture within the broader community. The vision of Irish Arts Minnesota is to celebrate Irish-American culture, forge connections with other cultural communities, and instill an appreciation for the history and heritage of Ireland for generations to come.? INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2023 ADDRESS: 400 Macalester, St Paul MN 55105, United States DESCRIPTION: My duty will be to help with the music and art festival in March. It is held downtown St Paul on St Patrick's day. I will help to organize the event. There is also a similar event in the fall of which I will help to organize and volunteer at the event. This will be at the entry checking in strollers, admissions and the IAM table giving the dancers their pre ordered T shirts. 4) BOSS WOMEN UNITED POSITION: Board Member NATURE: The mission of this fund is to help female financial advisors advance their careers by helping them to go to valuable training or by attaining education or certification to progress their career. Boss Women United is a scholarship fund for the advancement of women in the financial industry. It will be held and administered by The Rockland Community Foundation (RCF). They will provide all the administration and the site for the donations. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 12/11/2023 ADDRESS: P O Box 323, New City NY 10956, United States DESCRIPTION: I am a board member who gives input as to what the mission and vision of the organization should look like. I am sought for my opinion and to spread the word to other women and men who want to donate and/or enter to receive a scholarship. I have no duties.

Exams

• S66 Uniform Combined State Law Examination
  2005-06-21
• S63 Uniform Securities Agent State Law Examination
  1995-11-22

Designations

Other Names

• Jody Kay Dunlavey