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Green Bay, WI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-06-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lindquist Machine | Green Bay | WI | 06/2013 | 08/2020 |
| Holweg Weber | Kiel | WI | 05/2022 | 08/2023 |
| Bankers Life & Casualty | Green Bay | WI | 10/2023 | 05/2025 |
| Itasca Automation | Egg Harbor | WI | 08/2020 | 05/2022 |
| Neighbors Insurance Group | Green Bay | WI | 05/2025 | 03/2026 |
| Mcvane Advisory Services, Llc Dba Epiphany Health & Wealth | Green Bay | WI | 12/2025 | Present |
Other Business Name: Independent insurance services Business Address: 1532 W Marhill Rd, Green Bay, WI 54313 Nature of Business: Insurance sales (life, health, disability, fixed insurance products). Not investment‑related. Position/Title: Independent Insurance Agent Duties: Client meetings, insurance needs analysis, proposals, applications, and policy servicing. Start Date: 10/2023 Hours per Month: 10–20 hours per month Hours During Market Hours: 5–10 hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-26 |
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