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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2020-03-26 |
Branch Locations
4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA
185 W Pine St, Platteville, WI 53818 • United States
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 |
|---|---|---|---|---|
| Mutual Of Omaha Investor Services, Inc. | Lacrosse | WI | 09/1997 | 03/2020 |
| Mutual/United Of Omaha Insurance Company | Lacrosse | WI | 10/1997 | 03/2020 |
| Brokers International Financial Services | Platteville | WI | 03/2020 | Present |
1) Lisle Financial Group LLC; investment related; 185 W Pine Street, Platteville, WI 53818; started 11/1/2010; DBA; Owner; 160 hours per month, 160 during trading hours; Providing investment and insurance products and services. 2) Fixed and Life insurance; not investment related; 185 W Pine Street, Platteville, WI 53818; started 11/2010; agent; 40 Hours a month, 40 during trading, fixed, life and health care sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-24 |
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