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229 S Main Street, Fort Atkinson, WI 53538 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2007-01-17 |
Branch Locations
13625 Bishops Dr Ste 100, Brookfield, WI 53005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coordinated Capital Securities, Inc. | Madison | WI | 01/2007 | Present |
NAME OF BUSINESS: BULTMAN FINANCIAL SERVICES INVESTMENT RELATED: YES ADDRESS: SAME AS BRANCH OFFICE NATURE OF BUSINESS: INSURANCE POSITION/TITLE/RELATIONSHIP: INDEPENDENT INSURANCE AGENT START DATE: 1996 # HOURS SPENT ON THIS ACTIVITY / MONTH: 140 # HOURS SPENT ON THIS ACTIVITY DURING TRADING HOURS (IF DIFFERENT): DESCRIPTION OF DUTIES: SELLS AND SERVICES GROUP LIFE, LONG TERM AND SHORT TERM DISABILITY, LONG TERM CARE INSURANCE,VISION, DENTAL AND P&C INSURANCE NAME OF BUSINESS: BULTMAN FINANCIAL SERVICES INVESTMENT RELATED: YES ADDRESS: SAME AS BRANCH OFFICE NATURE OF BUSINESS: INSURANCE/LIFE SETTLEMENTS POSITION/TITLE/RELATIONSHIP: LIFE SETTLEMENT FACILITATOR START DATE: 01/2012 # HOURS SPENT ON THIS ACTIVITY / MONTH: 2 # HOURS SPENT ON THIS ACTIVITY DURING TRADING HOURS (IF DIFFERENT): DESCRIPTION OF DUTIES: ASSISTS IN PLACING SELLER WITH LIFE SETTLEMENT PROVIDERS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-09-21 |
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