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2200 Dickinson Road Unit 17A, De Pere, WI 54115 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-11-22 |
| WI | RA | APPROVED | 2017-11-22 |
Branch Locations
1200 Centennial Centre Boulevard Suite 300, Hobart, WI 54155 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii Investments Inc | Green Bay | WI | 01/2008 | 11/2017 |
| Geneos Wealth Managment Inc | Hobart | WI | 11/2017 | Present |
| N.E.W. Advisory Services, Llc | Green Bay | WI | 11/2017 | Present |
| Hermsen Wealth Management, Inc. | Hobart | WI | 11/2017 | 03/2018 |
| Hermsen Wealth Management Llc | Hobart | WI | 03/2018 | Present |
1) DBA: will work under HERMSEN WEALTH MANAGEMENT LLC-located at branch location. 2) HERMSEN PROPERTIES LLC-Commercial Real Estate Income-Owner. 3) RIA: N.E.W. ADVISORY SERVICES LLC an Investment related business-IAR/Owner. 4) 3030 BALLARD LLC-Commercial Real Estate Income-Owner. 5) Independent Rep with various insurance carriers for fixed insurance sales. 6) OLDE SCHOOL OFFICE SUITES LLC-OWNER. 7) HOWARD LOFTS LLC-PARTNER. 8) CYPRESS APARTMENTS LLC-MEMBER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2003-12-11 |
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