Gene Michael Gorrell

Current Employers

Employment History

• 10/2017 → 10/2024
  Edward Jones
  St Louis, MO
• 04/2016 → 05/2017
  Generac Mobile Products
  Waukesha, WI
• 05/2017 → 09/2017
  Unemployed
  Waukesha, WI
• 10/2024 → Present
  Osaic Wealth, Inc.
  Johnson Creek, WI

Previous Registrations

• 2018-01-03 → 2024-10-21
  Edward Jones
  Waukesha, WI
  Muskego, WI
  Waukesha, WI
  St Louis, MO
  Waukesha, WI
  Waukesha, WI

Other Businesses

1. GENE GORRELL POSITION: Financial Advisor NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 10/17/2024 ADDRESS: 475 Hartwig Blvd, Suite 200A, Johnson Creek WI 53038, United States DESCRIPTION: Determine suitable life and long term care solutions for clients using needs analysis. Presenting multiple products and educating clients as to the costs, functionality, risks, benefits, and disclosures of those products, both in written and verbal form, and facilitating the application and contract process for those clients who with to purchase the products. Maintaining and reviewing those products that are in force with the clients for continued suitability and functionality. 2. LAKE COUNTRY ASSET MANAGEMENT, LLC POSITION: Owner NATURE: This is an LLC solely associated with doing business as and Financial Professional with regards to my affiliation with Osaic Wealth, Inc. INVESTMENT RELATED: Yes NUMBER OF HOURS: 190 SECURITIES TRADING HOURS: 135 START DATE: 11/18/2024 ADDRESS: 475 Hartwig Blvd, Ste 200A, Johnson Creek WI 53038, United States DESCRIPTION: Provides typical services offered by financial advisors affiliated with financial advisory services firms. Provides fee-based services in advisory platform (managed) retail investment accounts, commission-based services in retail brokerage accounts, provides wealth management and retirement planning services. Also offers and sells annuities, long term care and life insurance products. 3. TENACITY ADVISORY GROUP POSITION: Affiliated Advisor NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2026 ADDRESS: 2700 Vernon Dr., Green Bay WI 54304, United States DESCRIPTION: Share Best Practices

Exams

• S66 Uniform Combined State Law Examination
  2017-12-29

Designations

Other Names

• Gene Michael Gorrell
• Gene Gorrell