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432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-08-06 |
| ME | RA | APPROVED | 2026-08-05 |
| FL | RA | APPROVED | 2025-01-07 |
| NV | RA | APPROVED | 2025-01-07 |
| ND | RA | APPROVED | 2025-01-07 |
| WI | RA | APPROVED | 2025-01-07 |
| AZ | RA | APPROVED | 2024-09-18 |
| IL | RA | APPROVED | 2024-08-30 |
| MO | RA | APPROVED | 2023-02-21 |
| TX | RA | APPROVED_RES | 2019-05-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trinity Wealth Mangement Llc | Oconomowoc | WI | 09/2014 | 09/2019 |
| Packerland Brokerage Services | Green Bay | WI | 05/2019 | Present |
Trinity Wealth Management Insurance sale; Life Insurance and Fixed/Indexed Annuity sales 784 Summit Ave Oconomowoc, WI 53066 Non-Investment Related Wisconsin 401k Marketing 401k business under Wisconsin 401k DBA Start Date: 11/1/2021 784 Summit Avenue Oconomowoc, WI 53066 Total Hours Devoted Per Month: 40 Investment related - DBA is for securities related business Youth Five O's Board of Directors Youth baseball team overseeing budget, fundraising events and general direction of club Oconomowoc, WI 53066 Non-investment related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-11-09 |
| S66 | Uniform Combined State Law Examination | 2003-09-16 |
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