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1606 Meadowview Road, Wausau, WI 54403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-03-12 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Financial | Neenah | MA | 01/2005 | 09/2016 |
| Mml Investors Services Inc | Neenah | WI | 01/2005 | 09/2016 |
| Futurity First Insurance Group | Green Bay | WI | 09/2016 | Present |
| Sequent Planning, Llc | Green Bay | WI | 09/2018 | 02/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-17 |
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