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680 Main Street, Belgium, WI 53004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-07-27 |
| WI | RA | APPROVED | 2019-07-29 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc | Belgium | WI | 11/2012 | 07/2019 |
| Securities America Advisors, Inc. | Belgium | WI | 10/2016 | 07/2019 |
| Plus Group Wealth Advisors, Llc | Belgium | WI | 03/2019 | Present |
| Brent Neis, Sole Proprietor | Belgium | WI | 09/2000 | Present |
Brent Neis, Sole Proprietor; Investment Related; Belgium, WI; Insurance Agent; Fixed Insurance Sales; Less than 5% of time spent; Started 09/2000.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-12 |
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