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432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-02-17 |
| FL | RA | APPROVED | 2026-01-21 |
| AR | RA | APPROVED | 2025-01-07 |
| CA | RA | APPROVED | 2025-01-07 |
| HI | RA | APPROVED | 2025-01-07 |
| MN | RA | APPROVED | 2025-01-07 |
| OR | RA | APPROVED | 2025-01-07 |
| WI | RA | APPROVED | 2025-01-07 |
| IA | RA | APPROVED | 2021-01-21 |
| VA | RA | APPROVED | 2021-01-21 |
| ID | RA | APPROVED | 2021-01-19 |
| AZ | RA | APPROVED | 2014-08-06 |
| IL | RA | APPROVED | 2010-02-22 |
Branch Locations
784 Summit Ave, Oconomowoc, WI 53066 • United States
432 Security Blvd., Green Bay, WI 54313 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stateline Services Sb Inc. | Roscoe | IL | 04/1997 | Present |
| Packerland Brokerage Services Inc | Green Bay | WI | 02/2010 | Present |
| Sierra Financial | Beloit | WI | 06/2005 | 08/2024 |
| Packerland Brokerage Services Inc | Green Bay | WI | 02/2012 | Present |
1) STATELINE SERVICES SB INC, 5461 SWANSON RD TITLE: TREASURER/SECRETARY (50% OWNER) DUTIES: PORTABLE TOILET RENTAL & SERVICE HOURS DEVOTED: 1 HOUR A WEEK START DATE 4/1997, NON-INVESTMENT RELATED. 2) WI REAL ESTATE BROKER LICENSEE 2834 S WATERFORD CT TITLE: REAL ESTATE BROKER DUTIES: REFERRALS ONLY HOURS DEVOTED: LESS THAN 1 HOUR A WEEK START DATE: 9/1998 NON-INVESTMENT RELATED. 3) OSJ BRANCH MANAGER, SELL AND SUPERVISE SECURITIES, 30-40 HOURS PER WEEK. STARTED 3/2012 4) ANDERSON'S INSURANCE ASSOCIATES, INC 17500 WEST LIBERTY LANE NEW BERLIN,WI 53146 TITLE: INSURANCE AGENT DUTIES: PROPERTY, CASUALTY INSURANCE HOURS DEVOTED: 10-15 HOURS/MONTH START DATE: 4/16/2018 NON INVESTMENT, BUT IS INSURANCE RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-23 |
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