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Jack Louis Knetter

Modern Wealth LLC

Mosinee, WI

Chandler, AZ

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Current Employers
Modern Wealth Llc

3133 W Frye Road Suite 101, Chandler, AZ 85226 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-05-31
WI RA APPROVED 2024-05-31
  • CA RA
    APPROVED
    Since 2024-05-31
  • WI RA
    APPROVED
    Since 2024-05-31

Branch Locations

Mosinee, WI • United States

3133 W Frye Road Suite 101, Chandler, AZ 85226 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Primerica Financial Services Wausau WI 07/2013 09/2022
Pfs Investments Inc. Wausau WI 05/2013 09/2022
Mosinee School District Mosinee WI 08/2017 05/2023
Thompson Financial Group Wausau WI 05/2018 09/2022
Terra Wealth Management Llc Thomasville NC 09/2022 05/2024
Cape Securities, Inc. Mcdonough GA 03/2023 04/2024
Modern Wealth Llc Mosinee WI 04/2024 Present
  • 07/2013 → 09/2022
    Primerica Financial Services
    Wausau, WI
  • 05/2013 → 09/2022
    Wausau, WI
  • 08/2017 → 05/2023
    Mosinee School District
    Mosinee, WI
  • 05/2018 → 09/2022
    Thompson Financial Group
    Wausau, WI
  • 09/2022 → 05/2024
    Terra Wealth Management Llc
    Thomasville, NC
  • 03/2023 → 04/2024
    Cape Securities, Inc.
    Mcdonough, GA
  • 04/2024 → Present
    Mosinee, WI
Previous Registrations
Other Businesses

INSURANCE SALES; ADDRESS 1488 MERRILL AVE WAUSAU WI 54401; MONTHLY HOURS - TOTAL OF 30 WITH 20 DURING TRADING HOURS. INVESTMENT RELATED. Founding Partner at Modern Wealth Insurance Services LLC; Investment related: Yes; Location of the business: 249 E Chicago Street, Suite 128 Chandler Arizona 85225; Description of the business: Insurance agency handling life, disability, LTC, and annuities; Start date with business: 2024-08-09; Hours per month devoted to business during trading hours: 20; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 30.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-02-24
S63 Uniform Securities Agent State Law Examination 2005-08-29
  • S65 Uniform Investment Adviser Law Examination
    2014-02-24
  • S63 Uniform Securities Agent State Law Examination
    2005-08-29
Other Names
  • Jack Knetter

View on SEC IAPD

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