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2200 Dickinson Road Unit 17A, De Pere, WI 54115 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2019-02-24 |
Branch Locations
100 W Lawrence St Suite 415, Appleton, WI 54911 • United States
1365 North Road Suite J, Green Bay, WI 54313 • United States
2200 Dickinson Road Unit 17A, De Pere, WI 54115 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Silica For Your Home | Fond Du Lac | WI | 03/2014 | 04/2017 |
| Sii Invesments, Inc. | Appleton | WI | 06/2016 | 09/2016 |
| Sii Invesments, Inc. | Appleton | WI | 06/2017 | 12/2017 |
| Uw-Oshkosh | Oshkosh | WI | 09/2013 | 06/2017 |
| N.E.W. Advisory Services, Llc, Northright Financial | Green Bay | WI | 12/2017 | 06/2019 |
| Geneos Wealth Management | Green Bay | WI | 12/2017 | 06/2019 |
| Geneos Wealth Management | Green Bay | WI | 06/2019 | Present |
| N.E.W. Advisory Services, Llc, Northright Financial | Green Bay | WI | 06/2019 | Present |
| Northright Financial | Green Bay | WI | 06/2019 | Present |
1) DBA: NORTHRIGHT FINANCIAL LLC located at branch location-40 HOURS PER WEEK. 2) RIA-NEW ADVISORY SERVICES LLC-IAR. 3) Independent Rep with various insurance carriers for FIXED INSURANCE business. 4) HORIZON WEALTH MANAGEMENTLLC-OWNER. 5) MAGELLAN RESEARCH GROUP-CONSULTANT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-14 |
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