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3061 Allied Street Suite B, Green Bay, WI 54304 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-07-01 |
| OH | RA | APPROVED | 2024-01-03 |
Branch Locations
3061 Allied Street Suite B, Green Bay, WI 54304 • USA
New Waterford, OH • United States
3061 Allied Street Suite B, Green Bay, WI 54304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Roster Financial | Danvers | MA | 09/2014 | 12/2016 |
| Medical Mutual | Akron | OH | 11/2017 | Present |
| North American Co. Life & Health Insurance | Sioux Falls | SD | 07/2013 | Present |
| United Healthcare | Cleveland | OH | 07/2017 | Present |
| American National | Galveston | TX | 12/2014 | Present |
| Allianz Life Insurance Co. | Minneapolis | MN | 01/2013 | Present |
| Gameplan Financial | Atlanta | GA | 01/2017 | 12/2023 |
| Kcd Financial Inc | Green Bay | WI | 06/2018 | 05/2019 |
| Kcd Financial Inc | Green Bay | WI | 01/2024 | Present |
| Protective Life Insurance Company | Birmingham | AL | 11/2019 | Present |
| Symetra Life Insurance | West Des Moines | IA | 03/2019 | Present |
| Assurity Life Insurance | Lincoln | NE | 03/2023 | Present |
| Transamerica | Cedar Rapids | IA | 05/2023 | Present |
| Prudential Life Insurance | Newark | NJ | 05/2023 | Present |
| Oceanview Life Insurance | Grimes | IA | 05/2023 | Present |
| National Life Insurance Company | Monteplier | VT | 05/2023 | Present |
| Lincoln Financial | Radnor | PA | 05/2023 | Present |
| Clear Springs Life Insurance | Indianapolis | IN | 05/2023 | Present |
| Gerber Life Insurance | Fremont | MI | 06/2023 | Present |
| Americo Financial Life And Annuity | Kansas City | KS | 08/2023 | Present |
| American Amicable Life Insurance | Waco | TX | 08/2023 | Present |
1) Independent Insurance Agent with AVR Financial LLC, 45804 Crestview Rd, New Waterford, Ohio 44445. Provide Fixed Annuity-my current FMO is Legend Financial, and I will be offering MYGAs and FIAs on occasion. Currently, I am licensed with Allianz, North America, F&G, Clear Springs and other A rated carriers and above. Provide Life Insurance-my current FMO is Legend Financial, and I will be offering IULs, Term, GULs, and whole life. Currently I am licensed with Allianz, North America, Protective, and other A rated carriers and above. Provide Health Insurance-my current IMO is Emerson Rogers, and I will be offering Group and Medicare Health Insurance. I am currently licensed with Anthem and Medical Mutual of Ohio. Provide Long-Term Care-my current FMO is legend Financial, and I will be offering life insurance with Long term Rider. Provide Other-my current FMO is Legend Financial, and I will be offering Critical Illness Polocies. Start Date: 01/02/2024, 5 Hours/Week during regular market hours, 5 Hours/Week during non-market hours. 25-50% approx. Of annual earnings is or will be generated from this activity. Compensation is direct commission. I have clients that I have advisory, brokerage, fixed annuities, life and health insurance and Medicare insurance. 2) Emerson Reid Insurance. Dental/Vision. 4 hours/month during trading hours. 3) Finance Committee & Capital Campaign Committee- Canfield Presbyterian Church, 140 W Main St. Canfield, OH 44406. Start Date-01/02/2023- 30 minutes-travel time/month during regular market hours. 1-2 Hours/month during non-market hours. I am a member of my church's financial committee. I will not or have not recommended any investments. And have volunteered to be the liaison to the Capital Campaign Committee. 4) Ohio Chamber-United Healthcare Chamber- Columbus,OH. Start Date-01/05/2026-30 minutes travel-time/month during regular market hours. 1-2 Hours/month during non-market hours. UHC Chamber-Able to sell group health insurance for United Healthcare. 5)Allianz, North America and any other A related carrier-MYGAs & FIAs. Fixed Annuity. Allianz, North America and any other A related carrier IULS, Term, GUL and Whole Life. Life Insurance. United Healthcare, Anthem Blue Cross and Blue Shield and any other Health Insurance Carrier- Group Health Ins.,Individual Health Ins. and Medicare Supplements. Health Insurance. Critical Illness- Assurity Life Insurance Co. and the opportunity to offer Short and Long Term Disability in the future. Other. 2-5 Hours Per Month during regular market hours. 2-5 Hours Per Month during non-market hours. Approximately 5%-10% of annual earnings will be generated from this activity. All of the Insurance compensation is commission based. Group Health Insurance for R&R Paving and I am also the Broker for the company SEP IRA. Also, the owners of R&R Paving are Brokerage and Advisory Clients. I currently do not have any Advisory/Brokerage clients that are Medicare Supplement clients, however that may change in the future. Start Date:4/24/2025
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-07-06 |
| S65 | Uniform Investment Adviser Law Examination | 2018-05-29 |
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