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432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2012-07-30 |
Branch Locations
432 Security Blvd., Green Bay, WI 54313 • UNITED STATES
2905 N. Plum St., Hutchinson, KS 67502 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Packerland Brokerage Services Inc | Green Bay | WI | 06/2011 | Present |
| Solid Financial Strategies | Hutchinson | KS | 06/2011 | 05/2017 |
| Heartland Retirement & Benefits Consulting, Llc | Hutchinson | KS | 05/2017 | Present |
HEARTLAND RETIREMENT & BENEFITS CONSULTING LLC 122 W. 4TH AVE. HUTCHINSON, KS 67501 TITLE: AGENT DUTIES: LIFE, HEALTH, DISABILITY, ANNUITIES, MEDICARE AND LTC HOURS DEVOTED: 80 HOURS, 20 HOURS DURING SECURITY TRADING HOURS START DATE: 6/2011 INVESTMENT AND INSURANCE RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 2011-01-27 |
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