Trisha Sue Tetzlaff

Current Employers

Employment History

• 01/2012 → 08/2017
  Transamerica Financial Advisors, Inc
  De Pere, WI
• 07/2017 → Present
  Massmutual Life Insurance Company
  De Pere, WI
• 09/2017 → Present
  Mml Investors Services, Llc
  De Pere, WI

Previous Registrations

• 2012-01-06 → 2017-08-28
  Transamerica Financial Advisors, Llc
  Madison, WI
  Kaukauna, WI
• 2008-08-28 → 2012-01-06
  Investment Advisors International, Inc.
  Greenfield, WI
  Menomonee Falls, WI
  Northbrook, IL
  Whitehouse, OH

Other Businesses

(1) NAME: TRISHA TETZLAFF LLC INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE: PASS THRU ENTITY POSITION: OWNERSHIP START DATE: 9/2014 NO HRS/MO:3 NO HRS/MO DUR TRADING: 0 (2) NAME: TETZLAFF FAMILY FOUNDATION INV REL: N ADD: AT RESIDENTIAL ADDRESS NATURE: SECRETARY, KEEP MINUTES, RECORD VOTES, ORGANIZE MEETING, OTHER ADMIN DUTIES, WORK WITH ATTY OR CPA POSITION: SECRETARY START DATE: 12/2015 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 0 (3)NAME: LIFEVANTAGE INV REL: N ADD: AT RESIDENTIAL ADDRESS NATURE: NUTRITIONAL SUPPLEMENTS POSITION: SALES/ DISTRIBUTOR START DATE: 11/19/20119 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 0 (4)NAME: TRISHA TEZLAFF INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE: LIFE INSURANCE SALES POSITION: AGENT START DATE: 5/01/2007 NO HRS/MO: 0 NO HRS/MO DUR TRADING: 0 (5) NAME: FIDELITY AND GUARANTY ANNUITY INV REL: Y ADD: 1400 ROSE HILL KAUKAUNA WI 54130 NATURE: SERVICING ANNUITY ACCOUNTS POSITION: AGENT START DATE: 09/30/2021 No. HR/MO: 0. No. HR/MO DURING SEC TRADING: 0. DESCRIBE DUTIES: I WILL BE SERVICING A NEW CLIENT ON HER EXISTING FIDELITY AND GUARANTY ANNUITY. I DO NOT PLAN TO SELL THIS PRODUCT ONLY SERVICE THIS CONTRACT. NO COMPENSATION WILL RESULT IN SERVICE. (6) NAME: CORE FINANCIAL RESOURCE INV REL: Y ADDR: 2079 LAWRENCE DR STE D DE PERE WI 54115 NATURE: OUTSIDE INSURANCE POSITION: AGENT START DATE: 11/01/2023 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 1 DUTIES: LIFE, DISABILITY, EQUITY FIXED LIFE, LONG-TERM CARE, FIXED ANNUITIES

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-08-13
• S63 Uniform Securities Agent State Law Examination
  2007-08-02

Other Names

• Trisha Tetzlaff