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432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-04 |
| SC | RA | APPROVED | 2023-04-14 |
| WY | RA | APPROVED | 2022-01-19 |
| NE | RA | APPROVED | 2020-04-13 |
| PA | RA | APPROVED | 2018-07-10 |
| KS | RA | APPROVED | 2018-04-18 |
| IA | RA | APPROVED | 2018-01-16 |
| OR | RA | APPROVED | 2016-11-23 |
| NV | RA | APPROVED | 2014-03-20 |
| CO | RA | APPROVED | 2012-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Whitmore Financial | Greeley | CO | 04/2004 | Present |
| Todd Whitmore | Greeley | CO | 01/2000 | Present |
| Packerland Brokerage Services, Inc | Green Bay | WI | 01/2010 | Present |
| Solid Financial Strategies | Evans | CO | 01/2017 | Present |
1. TODD WHITMORE/NOTARY PUBLIC STATE OF COLORADO, NON-INVESTMENT RELATED, START DATE 1/2000, 100 % OWNERSHIP, 2 HRS A MONTH TIME DEVOTED. 2. SOLID FINANCIAL STRATEGIES/TODD WHITMORE CO-OWNER. SALES OF LIFE, LTC, FIXED & INDEXED ANNUITIES,MEDICARE SUPPLEMENT, TRAVEL INSURANCE AND HERITAGE LIVING TRUSTS APPT WITH VARIOUS COMPANIES. 3.DIXIE PINE LLC PROPERTY RENTAL 2909 41ST AVE GREELEY,CO 80634 NON INVESTMENT RELATED AFEPI-American Family Estate Preservation, Inc Estate Preservation and Planning. Sales of Revocable Trusts, Child Trusts, Medicaid Trusts, Special Needs Trust, A-B Trusts, Veteran's Trust & Wills Start Date July 19th, 2023. Website Address www.afepi.com, 1-2 hours per month. No ownership interest. AFEPI 1700 Woodsmoke Lane, Oklahoma City, OK 73013.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-10 |
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