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432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2021-10-06 |
Branch Locations
432 Security Blvd., Green Bay, WI 54313 • UNITED STATES
1127 S Main Street Suite C, Oshkosh, WI 54902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Macro Financial, Llc | New London | WI | 08/2018 | Present |
| Tecc Security Systems, Inc | Appleton | WI | 06/2013 | 08/2020 |
| Primo | Oshkosh | WI | 04/2010 | 07/2018 |
| Packerland Brokerage Services | Green Bay | WI | 01/2021 | 09/2021 |
| Packerland Brokerage Services | Green Bay | WI | 10/2021 | Present |
Macro Financial Financial Strategist Upon licensing, will be investment related Owner of business started 08/2018 Currently full time 40+ hours/week Financial Power of Attorney Currently oversee a client/ family members personal estate 05/2019 - Current 4-6 hours/ month Marco Financial LLC Sales of whole life insurance and disability insurance E8963 Zabel Drive New London, WI Non-investment related Options Lab, Inc 4000 W Spencer St Appleton WI, 54914 United States Tentative start date of 10/14/2024 acting as a medical specimen courier for Options Lab, Inc., 4000 W Spencer St, Appleton, WI. Transporting specimens to the lab 80 hours monthly. Non-investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-14 |
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