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2200 Dickinson Road Unit 17A, De Pere, WI 54115 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-11 |
| WI | RA | APPROVED | 2023-07-11 |
Branch Locations
801 Hoffman Road Suite 112, Green Bay, WI 54301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sovereign Financial Group, Llc | Green Bay | WI | 02/2012 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 02/2015 | 07/2023 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 02/2015 | 07/2023 |
| Geneos Wealth Management Inc | Green Bay | WI | 07/2023 | Present |
| N.E.W. Advisory Services Llc | De Pere | WI | 07/2023 | Present |
1)DBA; SOVEREIGN FINANCIAL GROUP, LLC - NON INVESTMENT BUSINESS LOCATED AT BRANCH LOCATION. GREEN BAY, WI. STARTED 1/2013 AS MANAGING MEMBER. Rental Income - SUB-LEASE TO OTHER PROFESSIONALS AS AN EXECUTIVE OFFICE SPACE. SPENDS 2 HR/MO, NONE DURING TRADING. 2)RIA; WILL WORK AS AN IAR UNDER N.E.W. ADVISORY SERVICES LLC INVESTMENT RELATED BUSINESS LOCATED AT 2200 DICKINSON ROAD, UNIT 17A, DE PERE, WI 54115. 3).INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED INSURANCE SALES DONE AT BRANCH LOCATION 2/MO - 1/TRADING. 4. CENTRAL CHURCH, 831 SCHOEN ST, GREENBAY, WI, 05/08/2019. ELDER/BOARD MEMBER, OVERSEE AND ADVISE ON CHURCH POLICIES. NIR-2/MO-0/TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-01-31 |
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