Brian Gerard Hermes

Current Employers

Employment History

• 08/2018 → Present
  Tax Management Services Inc
  De Pere, WI
• 03/2010 → 08/2018
  Wisconsin Aerial Lift Services
  Green Bay, WI
• 01/2019 → 01/2024
  Woodbury Financial Services Inc
  De Pere, WI
• 01/2024 → Present
  Osaic Wealth, Inc.
  De Pere, WI

Previous Registrations

• 2019-06-21 → 2024-01-19
  Woodbury Financial Services, Inc.
  De Pere, WI
  Green Bay, WI
  Ashwaubenon, WI

Other Businesses

1. TENACITY ADVISORY GROUP POSITION: Affiliated Advisor NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/03/2020 ADDRESS: 2700 Vernon Drive, Green Bay WI 54304, United States DESCRIPTION: Share Best Practices 2. TMS FINANCIAL POSITION: Insurance Agent NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 08/03/2020 ADDRESS: 2700 Vernon Drive, Green Bay WI 54304, United States DESCRIPTION: Provide fixed life insurance based on client needs that becomes part of the financial plan. 3. TMS FINANCIAL POSITION: Wealth Advisor NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 08/03/2020 ADDRESS: 2700 Vernon Drive, Green Bay WI 54304, United States DESCRIPTION: Provide tax preparation, life and health insurance, and financial planning.

Exams

• S66 Uniform Combined State Law Examination
  2019-06-14