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432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-09-27 |
| WI | RA | APPROVED | 2012-12-03 |
Branch Locations
240 Regency Court, Brookfield, WI 53045 • United States
240 Regency Court Suite 305, Brookfield, WI 53045 • 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 |
|---|---|---|---|---|
| Packerland Brokerage Services Inc | Green Bay | WI | 12/2012 | Present |
INSURANCE SALES/AGENT ~ 20 HOURS A WEEK TIME DEVOTED, START DATE 1/2008, INVESTMENT RELATED, PRODUCTS: LIFE, HEALTH, FIXED & INDEXED ANNUITIES, LC, DI AND P&C. APPT WITH VARIOUS COMPANIES. BADGER STATE FINANCIAL SERVICES 240 REGENCEY CT #305 BROOKFIELD, WI 53045 PROVIDE TAX PREPARATION SERVICES NON-INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-12 |
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