Christopher Allen Heus

Current Employers

Employment History

• 01/2004 → 11/2018
  Signator Investors Inc / John Hancock
  Elm Grove, WI
• 11/2018 → Present
  Osaic Wealth, Inc.
  Brookfield, WI

Previous Registrations

• 2011-08-25 → 2018-11-02
  Signator Investors, Inc.
  Brookfield, WI
  Elm Grove, WI

Other Businesses

1. WI retirement plan professionals member, a professional group for people for TPAs, attorneys, DB firms and advisors. There is no compensation associated with it, attending quarterly meetings, start 8/1/17, approx. 1 hr. mo., 1 trading hr........ 2. ST. BONIFACE CHURCH FINANCE BOARD MEMBER POSITION: member NATURE: Religious Institution. Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2019 ADDRESS: W204 N11968 Goldendale Rd, Germantown WI 53022, United States DESCRIPTION: St. Boniface Finance Council Pastoral Advisory Responsibilities Include: 1. Church/School Budgeting 2. Consensus decision making 3. Annual Planning 4. Policy Making one Meeting per month. 3. INSURANCE BROKERAGE POSITION: Agent - Broker NATURE: Agent for Fixed annuities, disability, Term Life, Group Health, Group Life, Group Dental, Group Disability (Short Term & Long Term) INVESTMENT RELATED: Yes, NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/12/2004 ADDRESS: W190N12644 Dandee Dr, Richfield WI 53076, United States DESCRIPTION: Agent for Fixed annuities, disability, term life, Group Health, Group Life, Group Disability. 4. POA FOR MOTHER POSITION: Family NATURE: Acting as POA for my mother upon her incapacitation. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/29/2015 ADDRESS: W190 N12644 Dandee Dr, Richfield WI 53076, United States DESCRIPTION: Acting as POA for my mother in the future if she becomes unable to perform financial decision making. 5. YOUTH BASKETBALL COACH POSITION: Coach NATURE: Coach for non-profit organization. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2023 ADDRESS: W180N11501 River Ln, Germantown WI 53022, United States DESCRIPTION: Youth basketball coach 6. SWL LLC. POSITION: Partner NATURE: S Corporation started as a tax entity. Also Provides framework to share office expenses/payroll. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018 ADDRESS: 620 S. 8th St., Suite A, Sheboygan WI 53082, United States DESCRIPTION: Bookkeeping and payroll

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-10-07

Designations