Charles Lee Betz

Current Employers

Employment History

• 06/2021 → Present
  Mml Investors Services Llc
  Kimberly, WI
• 06/2021 → Present
  Massmutual Life Insurance Co
  Kimberly, WI
• 09/2020 → 05/2023
  Uw - La Crosse
  La Crosse, WI
• 01/2023 → 05/2023
  Quipli
  La Crosse, WI
• 06/2020 → 09/2020
  Diedrich Family Insurance
  Appleton, WI
• 06/2019 → 09/2019
  First Supply Llc
  Appleton, WI
• 08/2014 → 06/2019
  Unemployed
  Appleton, WI
• 09/2019 → 06/2020
  Unemployed
  Appleton, WI

Other Businesses

NAME: BETZ FINANCIAL SERVICES LLC INV REL: Y ADD: 919 W KENNEDY AVE ST B KIMBERLY WI 54136 NATURE/DUTIES: FINANCIAL ADVISOR PRACTICE DEVELOPMENT, PROCESS/WORKFLOW/ SOP REFINING/IMPROVEMENTS MARKETING PROJECT CONSULTING POSITION: OWNER START DATE: 5/1/2024 NO HRS/MO: 5 NO HRS/MO DUR TRADING: 1 (2) NAME: BETZ ON CARDS INV REL: N ADD: RESIDENTIAL NATURE: SPORTSCARD TRADING, BUYING AND SELLING POSITION: OWNER START DATE: 07/01/2026 NO. HR/MO: 5 NO. HR/MO DURING SEC TRADING: 0 DUTIES: BUYING, SELLING AND TRADING SPORTSCARDS COLLECTION

Exams

• S66 Uniform Combined State Law Examination
  2025-02-05

Other Names

• Charlie Betz