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2200 Dickinson Road Unit 17A, De Pere, WI 54115 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2017-11-15 |
Branch Locations
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 |
|---|---|---|---|---|
| Sii Investments | Green Bay | WI | 06/2015 | 10/2017 |
| Geneos Wealth Management, Inc. | Green Bay | WI | 10/2017 | Present |
| N.E.W. Advisory Services, Llc | Green Bay | WI | 10/2017 | Present |
| Northright Financial, Llc | Green Bay | WI | 06/2017 | Present |
1) DBA: will work under Northright Financial-non investment related business located at branch location. 2) RIA-N.E.W.ADVISORY SERVICES LLC-Owner/IAR under investment related business located at branch location. 3) DEBRA A DELEERS LEGAL SERVICES LLC-Owner/Attorney-involved with providing Estate Planning Services and Legal Assistance. 4) Independent Rep with various insurance carriers for fixed insurance business. 5) DEBRA DELEERS FINANCIAL SERVICES-OWNER. 6) WOODLAWN CEMETERY IN GREEN BAY-BOARD MEMBER. 7) DELEERS AND CO LLC-OWNER HOLDING COMPANY. 8) NOTARY PUBLIC. 9) GOLDEN VIEW ESTATES CONDOMINIUM HOA-PRESIDENT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-24 |
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