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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 | 2012-02-21 |
Branch Locations
2525 N. 124Th St Suite 204, Brookfield, WI 53005 • United States
784 Summit Ave, Oconomowoc, WI 53066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Asset Advisors | Brookfield | WI | 07/1997 | Present |
| Packerland Brokerage Services, Inc. | Green Bay | WI | 01/1999 | Present |
INS. SALES, APPT. W/ VARIOUS CO'S. LIFE, HELATH & DISABILITY. NON-SECURITIES RELATED. TIME DEVOTED 12 HRS PLUS A WEEK. OTHER BUSINESS FIXED & EQUITY INDEXED ANNUITIES. START DATE 1992. ALLIED SENIOR INSURANCE, INC., 2525 n. 124th st. ste 204, BROOKFIELD, WI 53005 START DATE 7/28/17. 2 HOURS A MONTH. 100% OWNERSHIP. SALES OF MEDICARE HEALTH PLANS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 1990-02-23 |
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