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432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-05-09 |
| PA | RA | APPROVED | 2016-08-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Packerland Brokerage Services, Inc | Green Bay | WI | 01/2007 | Present |
IND INS AGT, START DATE 9/2001, PRODUCTS: LTC, LIFE AND HEALTH, NON-SECURITIES RELATED, APPT. WITH VARIOUS CO'S. LOESEL-SCHAAF INSURANCE AGENCY, INC 3537 WEST 12TH STREET ERIE PA, 16505 TITLE: INSURANCE PRODUCER HOURS DEVOTED: 0 PER WEEK, AS NEEDED START DATE: JANUARY 2014 LEGACY TREE FOUNDATION 2005 W 8th St SUITE 206 ERIE PA, 16505 Duties are: to present and secure applications for Legacy Tree Foundation LegacyPlans, which are planned giving programs and LTF's Legacy Endowment Advised Fund, which is a donor advised program, to perform services only to the extent expressly authorized. Assist customers in setting up charitable donations through Legacy Tree Foundations. Non-investment related Piotrowicz Financial Services LLC 2005 W 8th St Suite 206 ERIE PA, 16505 United States Duties: Capstone Health is a health and wellness program under IRA Section 125. Section 125 allows for employers to offer health and wellness benefits to employees at no cost due to a tax credit to employers and employees,. This credit reduces the FICA tax paid by employees and employers. Wellness plans and credits have been in effect since 2010 legislation. start date would be when approved by compliance. No end date established. Number of hours per month would be less than 10 hours. Start Date: 4/25/24 Non-investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2002-10-09 |
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