James Edmund Ison

Current Employers

Employment History

• 05/2014 → Present
  Packerland Brokerage Services
  Green Bay, WI

Previous Registrations

• 2013-10-01 → 2014-05-01
  Calton & Associates, Inc.
  Wausau, WI
  Frisco, TX
• 2010-01-12 → 2013-10-17
  First Allied Advisory Services, Inc.
  Wausau, WI
• 2010-01-14 → 2013-10-01
  Hermening Advisory Services Llc
  Wausau, WI
• 2006-02-16 → 2010-01-06
  Equitable Advisors, Llc
  Wausau, WI
  Wausau, WI
  Milwaukee, WI
• 2008-01-11 → 2009-04-13
  Midwest Professional Planners, Ltd.
  Wausau, WI

Other Businesses

1) ISON FINANCIAL PLANNING 1156535 E Wausau Ave Wausau, WI 54403 DUTIES: DBA FOR SECURITIES AND INSURANCE BUSINESS TITLE: OWNER/FINANCIAL ADVISOR HOURS DEVOTED: 40 HOURS START DATE: 10/1/2013 2) RISK MANAGEMENT TEAM, LLC SAME ADDRESS AS ISON FINANCIAL PLANNING TITLE: OWNER/INSURANCE AGENT FIXED INSURANCE SALES HOURS DEVOTED: 5 HOURS START DATE: 11/1/2002 NON-INVESTMENT RELATED 3)ISON OUTDOOR SERVICES 244991 SHADY LANE RD, WAUSAU, WI 54403 TITLE: OWNER DUTIES: WILDLIFE MANAGEMENT/AGRICULTURE/BEEKEEPING HOURS DEVOTED: 0 DURING BUSINESS HOURS, 7 HOURS DURING OFF TIME START DATE: 8/1/2014 NOT INVESTMENT OR INSURANCE RELATED 4)FINANCIAL PLANNING & TAX CENTER LLC DBA MESENBERG & BIRD TAX & ACCOUNTING 1156535 E Wausau Ave Wausau, WI 54403 TITLE: OWNER/ACCOUNTANT DUTIES: TAX PREPARATION/BUSINESS ACCOUNTING SERVICES/REPORTING AGENT--FPTC acts as a reporting agent for accounting clients. A reporting agent receives notices that an LLC annual renewal period has opened and contacts the clients to assist in filing the annual report(s). We do not sit on any company's BOD or make final decisions for any company that we are a reporting agent for. HOURS DEVOTED: 80 FROM FEB 1ST TO APRIL 15TH/5-10 DURING OFF SEASON START DATE: 2/1/2016 NON INSURANCE OR INVESTMENT RELATED Private Jokers LLC 244991 Shady Lane Wausau, WI 54403 Private JOKers LLC is a family LLC that owns hunting land, currently in Oneida County, WI in the land in the Town of Piehl. There is no business activity. The LLC was established to reduce legal liability from trespassers that frequently cross the property and could be injured. This is owned 50% with my brother, Johnathan Ison. We may choose to have some or all the land logged in the future as part of a sustainable forestry management objective. 50% Ownership with brother Non-investment related Financial Unity Countryside Keep and Office LLC Rent out office space to 2-3 tenants; passive rental income 1156535 E Wausau Ave Wausau, WI 54403 United States start date: 4/2025 non-investment related

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-02-16
• S63 Uniform Securities Agent State Law Examination
  2004-07-07

Designations