Michael T Busick

Current Employers

Employment History

• 03/1997 → 02/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wausau, WI
• 06/2011 → 02/2020
  Bank Of America, N.A.
  Green Bay, WI
• 02/2020 → Present
  Rbc Capital Markets, Llc.
  Naples, FL
• 02/2020 → 01/2025
  City National Bank
  Naples, FL

Previous Registrations

• 1997-06-06 → 2020-02-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Green Bay, WI
  Las Vegas, NV

Other Businesses

1)NAME: B1M2 LLC INVESTMENT RELATED: N ADDRESS: DEPERE, WI 54115 NATURE OF BUS.: LLC, CAPACITY: OWNER START DATE: 6/1/2011 HRS DEVOTED: 3 HOUR(S) ; HRS DURING TRADING HRS: DUTIES: OWN 200 ACRES OF HUNTING LAND 2)NAME OF ENTITY: O'HARROW FAMILY ENDOW TRUST INVESTMENT RELATED: Y ADDRESS: DEPERE, WI 54115 NATURE OF BUS.: TRUST, CAPACITY: TRUSTEE, START DATE: 2/12/2009 HRS DEVOTED: 0 HOUR(S) ; HRS DEVOTED DURING TRADING HRS: 0 DUTIES: MY PARTNER [THIRD PARTY] WIFE PASSED AWAY AND HE CREATED AN ENDOW TRUST FOR HIS DAUGHTER/GRANDKIDS. TRUSTEE OF THIS TRUST. ONLY A COUPLE OF PRIVATE INVEST HELD IN IT NOT MUCH WORK IS NEEDED 3)NAME OF BUS : MICHAEL T BUSICK TRUST INVESTMENT RELATED: N ADDRESS: DEPERE, WIS 54115 NATURE OF BUS.: TRUST, Capacity: TRUSTEE, START DATE: 5/1/2017 HRS DEVOTED: 2 HOUR(S) A year; 0 HRS DURING TRADING HRS DUTIES: OWN CROP GROUND AND RENT IT TO A LOCAL FARMER TO PLANT IT. I DON'T SPEND TIME WORKING ON IT. JUST RENTS 4)NAME OF BUS : BUSICK-CUMMINGS LLC INVESTMENT RELATED: N ADDRESS: GREEN BAY, WI 5430 NATURE OF BUSINESS: LLC, CAPACITY: OTHER, MEMBER START DATE: 6/14/2017 HRS DEVOTED: 1 HOUR(S) ; HRS DURING TRADING HOURS: 0 DUTIES: THE LLC OWNS OUR BUS VEHICLES WE USE TO SEE CLIENTS (5) Name: Visionary Wealth Mangmt LLC Address: 1375 W Main Ave DePere, WI 54115 Bus. Desc.: acc't utilized for team expenses Not investment related Projected Start Date: 12/13/96 Capacity: Partner Duties Performed: just sign checks as needed Devoted to this OBA per Month: 0; Hours Devoted to this OBA during business hours: 0 (6) Name: Rental Property Address: 212 Regan Street Green Bay, WI Bus. Desc.: Apt. Rental under Busick Family Investmts Not invest. related Projected Start Date: 01/05/21 Capacity: Owner - Active Duties Performed: oversight and consulting Devoted to this OBA per Month: 1; Hours during bus. hours: (7)ENTITY: Wings 5 LLC 4384 Scray Hill Rd DePere, WI 54115 NOT INVEST. RELATED; BUS. DESC.: This accnt pays bills to cover expenses of an aircraft. It does not make any money. CAPACITY: Owner - Passive START DATE: 01/14/2021 DUTIES: NONE HRS DEVOTED PER MONTH: NONE; DURING SECUR HRS: NO 8) NAME OF ENTITY: MO Farm/Hunting Property ADD: 34103 130th Street Unionville, MO 63565 NOT INVEST. RELATED BUS. DESCR.: Real Estate (Farm and Hunting Land) CAPACITY: Partner START DATE: 8/5/22 DUTIES: I will mainly use it to hunt on. Land maintenance HRS 1 / SECURITIES 0 9) Sky Flight Group LLC 1921 Airport Dr. GB, WI We own an aircraft for partner use that a mgmt comp. also charters 10.21.22 Owner - Passive none 10) Name of Entity: Florida AirBNB Non-Invest. related Address: 616 104th Ave N Naples, FL 34108 Nature of Bus.: Rental House - Owner - Active Start: 07.01.21 Oversight of renter bookings, fielding feedback from renters1 / 0 11) ENTITY: HUGE Improv Theater 313 Big Sky Trail Nekoosa, WI 54457 INVEST/NOT INVESt RELATED: No BUS. DESC.: Lake Home Rental House CAPACITY: Owner - Passive START DATE: 06/08/2023 DUTIES: None HRS DEVOTED PER MONTH: 0 HRS DEVOTED DURING SECUR. HRS PER MONTH: 0 12) ENTITY: Bader LLC ADD: 2766 Castaway Ct Green Bay, WI 54311 INVES/NOT INVEST RELATED: No BUS DES: Personal invest CAPACITY: Owner - Passive START DATE: 10/13/2022 DUTIES: send end of year tax docs to our CPA HRS DEVOTED PER MONTH: 0 HRS DEVOTED DURING SEC PER MONTH: 0 13) NAME OF ENTITY: Hidden Springs LLC ADDRESS: 2881 St. Anthony Dr Green Bay, WI 54311 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: apartment Complex CAPACITY: Owner - Passive START DATE: 01/15/2024 DUTIES: helping the kids out with decision making or questions. They own a property management company that will be running it. HOURS DEVOTED PER MONTH: 0 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-06-02
• S65 Uniform Investment Adviser Law Examination
  1997-06-02

Other Names

• Michael T Busick
• Michael Todd Busick
• Michael Busick
• Mike Busick