Wendy Rae Loch

Employer firm

Chambers Financial Group, LLC. CRD 293191

$56.2M regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers

Chambers Financial Group, Llc.

2010 Velp Ave., Green Bay, WI 54303 • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2026-07-21

WI RA
APPROVED

Since 2026-07-21

Branch Locations

2010 Velp Ave., Green Bay, WI 54303 • 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

Organization	City	State	From	To
Chambers Financial Group, Llc	Green Bay	WI	09/2007	Present
Packerland Brokerage Services Inc	Green Bay	WI	08/2011	05/2018

09/2007 → Present

Chambers Financial Group, Llc

Green Bay, WI
08/2011 → 05/2018

Packerland Brokerage Services Inc

Green Bay, WI

Previous Registrations

2014-01-30 → 2018-05-31

Packerland Brokerage Services, Inc.

Green Bay, WI

Other Businesses

1~CHAMBERS FINANCIAL GROUP, NON-INVEST. RELATED. LOCATION 2010 VELP AVE, GREEN BAY WI 54303. INSURANCE SALES, PRODUCTS: LIFE, START DATE 6/2007, 5% OF TIME DEVOTED. 2~CCL PROPERTIES LLC, NON-INVEST. RELATED, HOTEL, 5020 HECKER RD, MANITOWOC WI 54220. MEMBER, START DATE 4/2009, 5% OF TIME DEVOTED. 3~WRC PROPERTIES LLC, NON-INVEST. RELATED. HOTEL, 2032 VELP AVE, GREEN BAY WI 54303, MEMBER, START DATE 1/2010, 5% TIME DEVOTED.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2004-10-28

S63 Uniform Securities Agent State Law Examination

2004-10-28

Designations

Certified Financial Planner

Other Names

Wendy Chambers
Wendy Rae Chambers

View on SEC IAPD