Benjamin Trevino

Current Employers

Employment History

• 07/2007 → Present
  Principal Life Insurance Co
  Menomonee Falls, WI
• 07/2007 → Present
  Princor Financial Services Corp
  Menomonee Falls, WI
• 08/2008 → Present
  Union Financial Inc
  Menomonee Falls, WI

Other Businesses

**OUTSIDE INSURANCE, SELLING TRADITIONAL INSURANCE PRODUCTS, LONG TERM CARE INSURANCE, DISABILITY, HEALTH, GROUP BENEFITS AND P&C THROUGH VARIOUS CARRIERS, 1/16/13. **UNION FINANCIAL, INC., 50% OWNER OF COMPANY; ACTIVE MANAGER, 11/20/14. **BAD PARTNERS, LLC, ONE OF THREE MANAGING MEMBERS OF THE LLC. BAD PARTNERS, LLC IS REPLACING BRIDGE VEBA WHICH WAS THE MARKETING ENTITY USED TO SELL ONE VEBA PLAN. NO MARKETING FOR SALES OF FUTURE VEBA PLANS IS OCCURRING, 11/21/14. **TREVINO PROPERTIES LLC, RENTAL PROPERTIES, 05/04/15. **MACC FUND ELB POSITION: Board Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 10000 W Innovation Dr, Milwaukee WI 53226, United States DESCRIPTION: The Emerging Leaders Board helps the MACC Fund Board plan charitable events and spread the word about Child Hood Cancer. This does not involve any check writing, investment discussions or handling of funds. **HUMVINO LLC POSITION: Owner NATURE: Real Estate Rental Income INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 01/18/2024 ADDRESS: 255 Legend Heights, Wales WI 53183, United States DESCRIPTION: Lake property that will be used as an VRBO or AirBnb. Roles will be listing this property for short term rentals.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-01-12
• S63 Uniform Securities Agent State Law Examination
  2007-08-20