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3501 E Evergreen Drive Ste A, Appleton, WI 54913 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2021-12-07 |
Branch Locations
3501 E Evergreen Drive Ste A, Appleton, WI 54913 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pacon | Appleton | WI | 06/2014 | 09/2016 |
| Alten Haus Assisted Living | Neenah | WI | 06/2016 | 01/2017 |
| St Mary's Surgery And Care Center | Madison | WI | 05/2017 | 05/2019 |
| Northwestern Mutual Life | Middleton | WI | 06/2019 | 08/2019 |
| Uw Madison | Madison | WI | 08/2014 | 06/2018 |
| Mcglone Suttner Wealth Managment, Inc. | Appleton | WI | 11/2021 | Present |
| Kerntke Otto Mcglone Wealth Management Group | Appleton | WI | 08/2019 | 02/2022 |
1. Insurance; Investment related: Yes; Location: 3501 E Evergreen Dr Suite A Appleton WI 54913 US; Position Title: Insurance Producer; Responsibilities Duties: Discuss clients insurance needs and recommend appropriate insurance products for their use; Start date: 2022-01-02; Hours per month during trading hours: 5; Hours per month outside trading hours: 2. 2. Van Beek Real Estate LLC; Owner; Investment Related: Yes; 812 W Roberts Ave. Appleton WI 54914; 2023-02-01; Rental Real Estate Property Management; 1 Hour per month devoted to business outside trading hours; 4 Percentage of total yearly compensation expected to be derived from the business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-15 |
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