Michael L Scott

Current Employers

Employment History

• 06/2002 → Present
  Hornor Townsend And Kent, Inc
  Oshkosh, WI
• 07/2002 → Present
  Penn Mutual Life Insurance Company
  Horsham, PA
• 01/2010 → Present
  Independence Financial
  Oshkosh, WI

Other Businesses

1)INDEPENDENCE FINANCIAL, LLC., INVESTMENT-RELATED-NO, BRIDGEVIEW CENTRE, 1488 W SOUTH PARK AVE., OSHKOSH, WI 54902, INSURANCE SALES FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY, REGISTERED REPRESENTATIVE, START DATE: 01/2010, APPROX. NUMBER OF HOURS/MONTH: MORE THAN 40, THE NUMBER OF HOURS DEVOTED TO THE OUTSIDE BUSINESS ACTIVITY DURING SECURITIES TRADING HOURS: MORE THAN 40, DUTIES: LIFE, DISABILITY AND ANNUITY INSURANCE SALES. 2)FIXED ANNUITY SALES, NO DBA, NOT INVESTMENT-RELATED, 1488 W SOUTH PARK AVE., OSHKOSH, WI 54902, SECONDARY MARKET FIXED ANNUITIES, AGENT, START DATE: 08/16/2010, APPROX. NUMBER OF HOURS/MONTH: LESS THAN 10, THE NUMBER OF HOURS DEVOTED TO THE OUTSIDE BUSINESS ACTIVITY DURING SECURITIES TRADING HOURS: LESS THAN 10, DUTIES: OFFER SECONDARY MARKET FIXED ANNUITIES TO HIGH NET WORTH CLIENTS. 3) CAP / CLIENT ADVOCACY PARTNERS | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: PARTNER-ALL 8 PARTNERS MEET TO EXCHANGE IDEAS THAT CAN BE OF HELP TO OUR | ADDRESS: 1488 W SOUTH PARK AVE. OSHKOSH, WI 54902 | START DATE: 2016-10-12 | NATURE OF ACTIVITY: OTHER-NETWORKING GROUP USED TO SHARE IDEAS | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 HOURS | DESCRIPTION OF DUTIES: ALL 8 PARTNERS MEET TO EXCHANGE IDEAS THAT CAN BE OF HELP TO OUR CLIENTS. THESE MEETINGS CONSIST OF SEMI-ANNUAL TWO AND HALF DAY MEETINGS AS WELL AS SEMI-ANNUAL SCHEDULED CONFERENCE CALLS. WE ALSO EXCHANGE IDEAS ON A CURRENT CASES VIA PHONE OR EMAIL ON A REGULAR BASIS. 4) DUNDER MIFFLIN HOLDINGS, LLC & DUNDER MIFFLIN AZ | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: PROPRIETOR/OWNER/LLC MEMBER | ADDRESS: 1488 W SOUTH PARK AVE.OSHKOSH | START DATE: 6/30/2017 | NATURE OF ACTIVITY: RENTAL PROPERTY OWNER | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: PAY BILLS ADDING ADDITIONAL PROPERTY 6) SOUTH PARK OAKS CONDO ASSOCIATION | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: OFFICER/TREASURER | ADDRESS: 1488 W. SOUTH PARK AVE. OSHKOSH, WI 54902 | START DATE: 6/30/2017 | NATURE OF ACTIVITY: OTHER - | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: HIRE SERVICE PROVIDERS TO TEND TO THE COMMON AREAS OF THE PROPERTY TO ASSURE THEY ARE MAINTAINED. COLLECT QUARTERLY CONDO DUES FROM THE TWO CONDO OWNERS (OF WHICH I AM ONE). PAY THE BILLS. 7) NATIONAL ADVISORY COUNCIL PENN MUTUTAL & HTK LLC | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: BOARD MEMBER | ADDRESS: 600 DRESHER ROAD HORSHAM PA 19044 | START DATE: 7/1/2004 | NATURE OF ACTIVITY: FINANCIAL PROFESSIONAL ADVISORY COMMITTEE | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: PARTICIPATE IN MONTHLY COMMITTEE MEETINGS AND BOARD MEETINGS

Exams

• S66 Uniform Combined State Law Examination
  2002-07-23

Designations

Other Names

• Michael L'AMoureaux Scott