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229 S Main Street, Fort Atkinson, WI 53538 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2007-01-17 |
Branch Locations
13625 Bishops Dr Ste 100, Brookfield, WI 53005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coordinated Capital Securities, Inc. | Madison | WI | 01/2007 | Present |
"NAME OF BUSINESS: BULTMAN FINANCIAL SERVICES INVESTMENT RELATED: NO ADDRESS: REGISTERED BRANCH OFFICE ADDRESS NATURE OF BUSINESS:GROUP LIFE, LT DISABILITY AND ST DISABILITY POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT START DATE: 7/2003 # HOURS SPENT ON THIS ACTIVITY / MONTH: 35 HOURS PER WEEK # HOURS SPENT ON THIS ACTIVITY DURING TRADING HOURS (IF DIFFERENT): DESCRIPTION OF DUTIES: INDEPENDENT INSURANCE AGENT THAT SELLS AND SERVICES GROUP LIFE, LT DISABILITY, ST DISABILITY, LT CARE, HEALTH, VISION, DENTAL INSURANCE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-12-23 |
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