Jeffery Glenn Steely

Current Employers

Employment History

• 08/2013 → 12/2017
  Apex Wealth Advisors Llc / Diversified Capitol
  West Bend, WI
• 01/2009 → 11/2024
  University Of Phoenix
  Phoenix, AZ
• 09/2009 → 11/2024
  Concordia University
  Mequon, WI
• 01/2018 → 11/2024
  Pruco Securities, Llc.
  Wauwatosa, WI
• 10/2014 → 11/2024
  Lakeland University Wisconsin
  Plymouth, WI
• 05/2018 → 02/2025
  Prudential Insurance Company Of America
  Wauwatosa, WI
• 11/2024 → 02/2025
  Lpl Enterprise, Llc
  Wauwatosa, WI
• 02/2025 → Present
  Packerland Brokerage Services
  Green Bay, WI

Previous Registrations

• 2013-09-05 → 2017-12-11
  Diversified Capital Wealth Management, Llc
  Mequon, WI
• 2004-12-06 → 2011-12-15
  Annex Wealth Management, Llc
  Brookfield, WI
• 2002-11-25 → 2006-12-19
  Sii Investments, Inc.
  Brookfield, WI
  Brookfield, WI

Other Businesses

1) 10/21/2024 - Milwaukee Armed Services Committee - We sponsor the Armed Forces Week in Milwaukee. I send out fundraising fliers but do NOT handle the checks or the accounts. I am Not an officer of the board - Non-Profit Board Member - Inv Related - At Wauwatosa, WI - Start Date 09/04/2024 - 5hrs/mth - 2hrs/mth During Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-04-27
• S66 Uniform Combined State Law Examination
  2001-01-05

Other Names

• Jeffery Glenn Steely
• Jeffery G Steely