Michelle Lynn Bauer

Current Employers

Employment History

• 09/2010 → Present
  Usa Financial Securities Corporation
  Ada, MI
• 01/2006 → Present
  Council Tree Financial Llc
  Neenah, WI

Previous Registrations

• 2009-05-07 → 2010-09-02
  Packerland Brokerage Services, Inc.
  Green Bay, WI
  Neenah, WI
• 2006-09-18 → 2009-06-01
  Next Financial Group, Inc.
  Neenah, WI
  Neehah, WI
• 2006-05-05 → 2006-09-19
  Investors Capital Corp.
  Appleton, WI
  Neenah, WI

Other Businesses

1) COUNCIL TREE FINANCIAL, LLC - 938 W. CECIL STREET, NEENAH WI 54965. OWNER, START DATE 01/01/2006. INSURANCE SALES. IDENTIFY GAPS IN CLIENTS PLANS AND GOALS THAT MAY HAVE A NEED FOR LIFE AND/OR LTC INSURANCE AND THEN SHOW CLIENTS OPTIONS TO POTENTIALLY FILL THE NEED WITH THEIR PLANS. INVESTMENT RELATED. 3 HOURS PER MONTH DEVOTED TO BUSINESS. 3 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS 2) PUBLIC NOTARY - 938 W. CECIL STREET, NEENAH WI 54956. START DATE 01/01/2006. WHENEVER CLIENT NEEDS NOTARY, I CAN ASSIST. NOT INVESTMENT RELATED. 1 HOUR PER MONTH DEVOTED TO BUSINESS. 1 HOUR PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 3) FUNERAL TRUSTS - 938 W. CECIL STREET, NEENAH WI 54956. START DATE 01/01/2006. FUNERAL TRUST SALES. IDENTIFY IF CLIENTS NEEDS OR DESIRES FUNERAL TRUST PLANNING AND DISCUSS OPTIONS. NOT INVESTMENT RELATED. 2 HOURS PER MONTH DEVOTED TO BUSINESS. 2 HOURS PER MONTH DEVOTED DURING SECURITES TRADING HOURS. 4) PERSONAL RENTAL PROPERTY - 938 W. CECIL STREET, NEENAH WI 54956 AND 1223 KAMPO COURT, NEENAH, WI 54956. REAL ESTATE. MY HUSBAND AND I ARE OWNERS OF THE BUILDING WE RENT TO COUNCIL TREE FINANCIAL LLC. NOT INVESTMENT RELATED. 1 HOUR PER MONTH DEVOTED TO BUSINESS. 1 HOUR PER MONTH DEVOTED DURING SECURITIES TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-02-16
• S63 Uniform Securities Agent State Law Examination
  2001-12-01

Other Names

• Michelle Lynn Rhodes
• Michelle Lynn Huff
• Michelle Lynn Joachim