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2200 Dickinson Road Unit 17A, De Pere, WI 54115 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2018-01-12 |
Branch Locations
100 W. Lawrence Street Suite 307, Appleton, WI 54911 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Wisconsin Oshkosh | Oshkosh | WI | 06/2015 | 05/2017 |
| Sii Investments | Green Bay | WI | 06/2017 | 11/2017 |
| Geneos Wealth Managment Inc | Appleton | WI | 11/2017 | Present |
| Northright Financial | Appleton | WI | 11/2017 | Present |
| N.E.W. Advisory Services | Green Bay | WI | 11/2017 | Present |
1) DBA: will work under Northright Financial non investment related business located at branch location. 2) RIA - N.E.W Advisory Services LLC-IAR business located at 3008A Walker Dr, Green Bay WI. 3) INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED INSURANCE SALES ONLY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-10 |
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