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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-12-18 |
Branch Locations
1 N. Franklin St Ste 3450, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American National Insurance Company | Galveston | TX | 09/2003 | 12/2025 |
| Anico Financial Services, Inc. | Galveston | TX | 09/2012 | 02/2022 |
| Packerland Brokerage Services | Green Bay | WI | 07/2022 | 12/2025 |
| National Life Group | Suamico | WI | 04/2025 | Present |
| Equity Services Inc | Montpelier | VT | 12/2025 | Present |
*LAKESHORE FINANCIAL GROUP. 1317 HARBOR LIGHTS RD SUAMICO WI. INV REL. JULY 2025. FIXED INSURANCE SALES. AGENT. SALE OF FIXED LIFE, HEALTH, FIXED ANNUITY, LTC, ETC UNDER DBA. DURING TRADE HRS. *MICHAEL F. KRESL, CPA. 1317 HARBOR LIGHTS RD SUAMICO WI. NOT INV REL. TAX RETURN PREPARATION; FEDERAL & STATE TAX RETURN PREPARATION; TAX PREPARER; CERTIFIED PUBLIC ACCOUNTANT; 1/1/95 - PRESENT; 3 HOURS/MONTH; 2 HOURS/MONTH DURING TRADING HOURS. *MICHAEL F. KRESL - REAL ESTATE. 1317 HARBOR LIGHTS RD SUAMICO WI. INV REL. JUNE 2015. RESIDENTIAL REAL ESTATE. OWNER. OWN AND MANAGE RENTAL PROPERTY. DURING TRADE HRS. *MICHAEL F. KRESL - INSURANCE. 1317 HARBOR LIGHTS RD SUAMICO WI. INV REL. SEPT 1988 - PRESENT. SALE/SERVICE OF MEDICARE SUPPLEMENT, HEALTH INS, FIXED ANNUITY. AGENT. DURING TRADE HRS*PARTNERSHIP SOLUTIONS LLC, 1317 HARBOR LIGHTS ROAD, SUAMICO WI 564173,03/15/2026, ONGOINGM, INSURANCE,AGENT,CPA INV REL,DURING TRD/HRS,10%. .
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 1988-05-27 |
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