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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-08-26 |
Branch Locations
926 Willard Dr Suite 244, Green Bay, WI 54304 • United States
331 E Washington St, Appleton, WI 54911 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Degeneffe Financial | Green Bay | WI | 06/2020 | 08/2023 |
| Full-Time Education - University Of Wisconsin - Green Bay | Green Bay | WI | 01/2020 | 05/2022 |
| Full-Time Education - High School/Middle School | Oconto Falls | WI | 09/2011 | 06/2018 |
| Equity Services Inc | Montpelier | VT | 06/2022 | 08/2023 |
| National Life Group | Green Bay | WI | 06/2021 | 08/2023 |
| Stifel, Nicolaus & Company, Incorporated | Green Bay | WI | 09/2023 | 08/2024 |
| Northeast Wisconsin Technical College | Green Bay | WI | 08/2016 | 12/2019 |
| Northern Michigan University | Marquette | WI | 08/2018 | 12/2018 |
| Harbour Investments, Inc | Madison | WI | 08/2024 | Present |
| Dreyer Wealth Management | Appleton | WI | 08/2024 | Present |
1)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 2)Dreyer Wealth Management - DBA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-30 |
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