James Kevin Wietfeldt

Current Employers

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
IN	RA	APPROVED	2024-01-19

IN RA
APPROVED

Since 2024-01-19

Branch Locations

Fort Wayne, IN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Questar Capital Corporation	Minneapolis	MN	01/2001	03/2019
Questar Asset Management	Minneapolis	MN	01/2005	03/2019
Woodbury Financial Services, Inc.	Fort Wayne	IN	03/2019	Present
Woodbury Financial Services, Inc.	Fort Wayne	IN	03/2019	01/2024
Osaic Wealth, Inc.	Fort Wayne	IN	01/2024	Present

01/2001 → 03/2019

Questar Capital Corporation

Minneapolis, MN
01/2005 → 03/2019

Questar Asset Management

Minneapolis, MN
03/2019 → Present

Woodbury Financial Services, Inc.

Fort Wayne, IN
03/2019 → 01/2024

Woodbury Financial Services, Inc.

Fort Wayne, IN
01/2024 → Present

Osaic Wealth, Inc.

Fort Wayne, IN

Previous Registrations

2019-03-01 → 2024-01-19

Woodbury Financial Services, Inc.

Fort Wayne, IN
2005-01-10 → 2019-03-01

Questar Asset Management, Inc.

Fort Wayne, IN

Fort Wayne, IN
2007-04-17 → 2014-08-18

Compass Financial Advisors Llc

Fort Wayne, IN

Fort Wayne, IN
2004-10-28 → 2005-12-31

Questar Capital Corporation

Fort Wayne, IN

Minneapolis, MN

Other Businesses

1. JKW FINANCIAL SERVICES, INC POSITION: President NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/28/2002 ADDRESS: 3425 Woods Rd, Fort Wayne IN 46818, United States DESCRIPTION: Life insurance and Med sup sales 2) N/A POSITION: POA NATURE: I am a financial and healthcare POA for my brother who is on Medicaid INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 08/02/2022 ADDRESS: 3425 Woods Rd, Fort Wayne IN 46818, United States DESCRIPTION: helping my brother 3) N/A POSITION: POA NATURE: POA for my brother Michael Placek INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 11/01/2022 ADDRESS: 3425 Woods Rd, Fort Wayne IN 46818, United States DESCRIPTION: Assisting my brother (who is legally blind), with financial decisions for himself, writing checks for him, assisting him with his bank account, etc. 4) LIFEBRIDGE CHURCH POSITION: council member NATURE: Church Council Member INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 04/21/2025 ADDRESS: 12719 Corbin Rd, Fort Wayne IN 46845, United States DESCRIPTION: Help determine church policy and procedure

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2004-10-27
S63	Uniform Securities Agent State Law Examination	1986-08-20

S65 Uniform Investment Adviser Law Examination

2004-10-27
S63 Uniform Securities Agent State Law Examination

1986-08-20

View on SEC IAPD