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432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-09-07 |
Branch Locations
432 Security Blvd. Ste. 101, Green Bay, WI 54313 • United States
432 Security Blvd., Green Bay, WI 54313 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harbour Investments, Inc | Madison | WI | 03/2016 | 09/2023 |
| Clearstep Financial | Greenfield | WI | 03/2016 | 09/2023 |
| Packerland Brokerage Services | Green Bay | WI | 09/2023 | Present |
Insurance Sales Medicare insurance sales and Medicare products Start date: 2018 P.O. Box 14750 Lexington KY, 40512 United States Phone Number: 800-457-4708
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-27 |
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