Don Willner

Current Employers

Employment History

• 10/2012 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 01/2015 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 03/2019 → Present
  Woodbury Financial Services, Inc.
  Fremont, CA
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Fremont, CA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Fremont, CA

Previous Registrations

• 2019-03-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  Fremont, CA
• 2015-02-24 → 2019-03-01
  Questar Asset Management, Inc.
  Fremont, CA
  Minneapolis, MN
  Fremont, CA

Other Businesses

1. WILLNER & ASSOCIATES. POSITION: Owner/Insurance Agent. NATURE: Sales and service. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 NUMBER OF INVESTMENT HOURS: 10 START DATE: 01/01/1983 ADDRESS: 39500 STEVENSON PLACE SUITE 202 FREMONT, CA 94539 DESCRIPTION: Fixed annuities, disability, life and employee benefits. 2. RENTAL PROPERTY. POSITION: Landlord. NATURE: Rental property and management. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/15/2012 ADDRESS: 1223 Deer Rd, Fremont CA 94536 DESCRIPTION: Collect rent, maintain property, pay taxes. 3. DON WILLNER POSITION: instructor NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: 1223 Deer Road, Fremont CA 94536, United States DESCRIPTION: Facilitate seminars for women's situational awareness and self defense. 4. DON WILLNER DBA WILLNER & ASSOCIATES POSITION: Owner NATURE: Sole Proprietorship with DBA Willner & Associates. INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 25 START DATE: 01/01/2011 ADDRESS: 39500 Stevenson Place, Suite 202, Fremont CA 94539, United States DESCRIPTION: Work with clientsto determine their risk tolerance and time horizon for financial goals. Determineclients' concerns and needs, recommend proper investments and allocations; periodic review on all investment accounts; update financial status and make recommendations accordingly. 5. DON WILLNER POSITION: Landlord NATURE: Landlord for rental home and condo. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/07/2011 ADDRESS: 1223 Deer Road, Fremont CA 94536, United States DESCRIPTION: Collect rent and assist with minor repairs.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-02-23
• S63 Uniform Securities Agent State Law Examination
  2009-12-02

Other Names

• Donald Willner