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432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2016-11-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wausau West High School | Wausau | WI | 08/2001 | Present |
| Packerland Brokerage Services, Inc | Green Bay | WI | 11/2005 | Present |
WAUSAU WEST HIGH SCHOOL-NON-INVEST. RELATED, 1200 W WAUSAU AVE,WAUSAU WI 54401. COACHING FOOTBALL START DATE 8/2001-PRESENT 15 HRS A WEEK - NO TIME DURING TRADING HOURS. RIB MOUNTAIN FINANCIAL GROUP; LIFE /DISABILITY & LTC, HEALTH INSURANCE, FUNERAL TRUSTS, FIXED ANNUITIES, FIXED INDEXED ANNUITIES. APPT. W/ VARIOUS COMPANIES-INS. SALES REP. DEVOTE 20% OF MY TIME. START DATE 9/2001. JEFF TRICKEY/RANDY WRIGHT QUATERBACK & RECEIVER CAMPS-DEVOTE 10 HRS PER YEAR TO COACH AT CAMP-ALL OF THIS TIME IS DURING TRADING HOURS. WAUSAU HIGH SCHOOL, SEASONAL, START DATE 11/2005, NON-INVESTMENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-28 |
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