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2200 Dickinson Road Unit 17A, De Pere, WI 54115 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-06-17 |
Branch Locations
425 Packerland Drive Suite C, Green Bay, WI 54303 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alberts Cpa & Associates | Green Bay | WI | 08/2019 | 06/2022 |
| Alberts & Heling Cpas | Green Bay | WI | 07/2015 | 08/2019 |
| United Health Group | Green Bay | WI | 09/2015 | 06/2022 |
| Woodbury Financial Services Inc | Green Bay | WI | 05/2020 | 06/2022 |
| Geneos Wealth Management Inc | Green Bay | WI | 06/2022 | Present |
| James Alberts | Green Bay | WI | 06/2022 | Present |
| N.E.W. Advisory Services, Llc | Green Bay | WI | 03/2026 | Present |
1) WILL WORK AS A REGISTERED ASSISTANT FOR ALBERTS CPA AND ASSOCIATES LLC LOCATED AT BRANCH LOCATION- 30 HOURS PER WEEK. 2) UNITED HEALTH GROUP-MEDICARE COMPLETE AND PART D SALES. 3) ASHWAUBENON BASEBALL CLASS OF 2030 INC-PRESIDENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 2020-11-17 |
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