William Ray Guise

Current Employers

Employment History

• 07/1988 → Present
  Daniel R. Balch, Clu And Assoc.
  Green Bay, WI
• 01/1989 → Present
  Woodmen Resources, Inc.
  Lincoln, NE
• 01/1989 → Present
  Northwestern National Life Insurance Co.
  Minneapols, MN
• 02/1989 → Present
  Woodmen Accident & Life Co.
  Lincoln, NE
• 10/1990 → Present
  Woodmen Financial Resources Ltd.
  Green Bay, WI
• 05/1991 → Present
  Fortis Investors, Inc.
  Greeen Bay, WI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Green Bay, WI

Previous Registrations

• 1998-02-03 → 2024-01-19
  Woodbury Financial Services, Inc.
  Green Bay, WI
  Greeen Bay, WI

Other Businesses

1) WILLIAM R. GUISE/WOODMEN FINACIAL RESOURCES NONINV RELATED, 1234 S RIDGE RD, SOLE PROPRIETOR SELLING/SERVICING FIXED INSURANCE PROD., BEGAN 6/99, 20 HRS/MO-20 DURING TRADING HOURS. 2) WOODMEN FINANCIAL RESOURCES POSITION: Representative NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 02/15/1989 ADDRESS: 1234 South Ridge Rd., Green Bay WI 54304, United States DESCRIPTION: Soliciting, selling and Servicing Insurance Products 3) COVENANT PLANNING GROUP POSITION: President/Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/01/2022 ADDRESS: 1234 South Ridge Rd., Green Bay WI 54304, United States DESCRIPTION: Insurance Sales, Planning services,

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-08-13
• S63 Uniform Securities Agent State Law Examination
  1989-05-05

Other Names

• Bill Guise