Claire Ann Walmer

Current Employers

Employment History

• 01/2014 → 07/2018
  Old National Bank (Formerly: Anchor Bank)
  Madison, WI
• 01/2014 → 07/2025
  Lpl Financial Llc
  Sauk City, WI
• 07/2018 → 04/2024
  Bankers' Bank
  Madison, WI
• 07/2025 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 07/2025 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 04/2024 → Present
  Sun Step Financial, Llc
  Sauk City, WI

Previous Registrations

• 2014-01-08 → 2025-07-14
  Lpl Financial Llc
  Deforest, WI
  Madison, WI
  Waunakee, WI
  Sun Prairie, WI
  Eau Claire, WI
  Madison, WI
  Waunakee, WI
  Deforest, WI
  Madison, WI
  Nekoosa, WI
  Chilton, WI
  Elroy, WI
  Waumandee, WI
  Nekoosa, WI
  Benton, WI
  La Crosse, WI
  Sauk City, WI
  Merrimac, WI
  Nekoosa, WI
  Merrimac, WI
  Sauk City, WI
• 2008-06-30 → 2014-01-07
  Cuna Brokerage Services, Inc.
  Madison, WI
  Sauk City, WI
  Madison, WI
• 2003-05-23 → 2008-04-25
  Sva Wealth Management, Inc.
  Madison, WI

Other Businesses

(1) Sun Step Financial; DBA; 603 Water Street, #5, Sauk City, WI 53583; Investment Related; Owner/Investments/Financial Planning; Owner/Financial Advisor; Start 7/1/2025; 160 hours/month, 160 hours/month during trading. (2) State Bank of Chilton; Contract for revenue sharing; Not investment related; 26 E Main Street, Chilton, WI 53014; Financial Advisor; Contract in place to provide financial planning and advisory service to clients and prospects; Start 7/1/25; 20 hours/month, 80 hours/month during trading. (3) Ash Brokerage & CPS Horizon; Insurance; Not investment related; 603 Water Street, S5, Sauk City, WI 53583; Insurance Agent; Fixed Annuities, life insurance and long-term care insurance; Start 7/1/25; 16 hours/month, 16 hours/month during trading. (4) Ted Walmer - Sole Proprietorship; Not investment related; E13848 Dan Mar Court, Merrimac, WI 53561; Book Keeping for business; Start 1/1/25; 1 hour/month, 1 hour/month during trading. (5) TCB Home Improvements, LLC ; Bookkeeper; Home Improvement Service; E13848 Dan Mar Court; Merrimac, WI  53561; Not investment related; Start Date:  1/1/2026; 0 hours during trading. (6) Merrimac Fire Department - Raffle Committee; Help raise money for fire department; Address: 120 School St, Merrimac, WI 53561; Not investment related; Raffle Coordinator; Start Date:  1/22/2026; 0 hours during trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-06-28
• S65 Uniform Investment Adviser Law Examination
  2003-05-21

Designations

Other Names

• Claire A Walmer
• Claire Ann Szabelski
• Claire A Walmer