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Current Employers
Packerland Brokerage Services, Inc.

432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2019-05-09
PA RA APPROVED 2016-08-23
  • CA RA
    APPROVED
    Since 2019-05-09
  • PA RA
    APPROVED
    Since 2016-08-23

Branch Locations

2005 West 8Th St Ste 206, Erie, PA 16505 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Packerland Brokerage Services, Inc Green Bay WI 01/2007 Present
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-08-20
S63 Uniform Securities Agent State Law Examination 2002-10-09
  • S66 Uniform Combined State Law Examination
    2016-08-20
  • S63 Uniform Securities Agent State Law Examination
    2002-10-09
Other Names
  • Tina Marie Stankiewicz

View on SEC IAPD

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