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250 N Patrick Blvd, Ste100, Brookfield, WI 53045 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2019-06-05 |
Branch Locations
250 N Patrick Blvd, Ste100, Brookfield, WI 53045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Benevest & Associates, Inc. | Brookfield | WI | 09/2018 | Present |
| Benefits Inc. | Brookfiedl | WI | 06/1988 | Present |
| Benetrak Inc. | Brookfield | WI | 06/1988 | Present |
| The Benefit Companies Of Greenbay | Green Bay | WI | 10/1991 | Present |
| Benepac Inc. | Brookfield | WI | 08/1992 | Present |
| Benhr Inc. | Brookfield | WI | 12/1999 | Present |
| Bene-Chex, Inc | Brookfield | WI | 04/2000 | Present |
| Benetek, Inc. | Brookfield | WI | 12/1995 | Present |
| Select On Time, Inc. | Brookfield | WI | 04/2010 | Present |
| Benevest Inc | Brookfield | WI | 03/1994 | Present |
| Great Lakes Peo, Inc. | Brookfield | WI | 08/2011 | Present |
| Affordable Care Act Compliance & Services | Brookfield | WI | 02/2013 | Present |
| The Benefit Cos Inc. | Brookfield | WI | 03/2010 | Present |
| Benefits Shared Services, Inc. | Brookfield | WI | 05/1995 | Present |
1)The Benefit Companies Holdings,Inc. Date Incorporated:12/6/1995.Start Date of Relationship:12/6/1995.Not investment related. Description: Holding Company.Title/Position: Vice President. Hours: Less than 5 per/mo. 2)Benefits, Inc. Date Incorporated: 5/21/1982. Start Date of Relationship: 6/6/1988. Not investment related. Description: Insurance. Title/Position: Vice President. Duties: Supervisory/Marketing. Hours: Less than 10 per/mo. 3)BeneTrak, Inc.Date Incorporated: 7/22/1991. Start Date of Relationship: 7/22/1991.Not investment related. Description: Retirement Plan Admin. Title/Position: President.Duties: Supervisory/Marketing. Hours: 40 per/mo. 4)The Benefits Companies of Green Bay. Date Incorporated: 10/10/1991. Start Date of Relationship: 10/10/1991. Not investment related. Description: Insurance. Title/Position: Vice President. Duties: Supervisory/Marketing Hours: Less than 5 per/mo. 5)BenePAC, Inc.Date Incorporated: 8/18/1992. Start Date of Relationship: 8/18/1992. Not investment related. Description: Insurance. Title/Position: Vice President. Duties: Supervisory/Marketing Hours: Less than 5 per/mo. 6)BeneVest, Inc.Date Incorporated: 3/16/1994. Start Date of Relationship: 3/16/1994. Yes -Investment Related. Description: Financial Education. Title/Position: Vice President. Duties: Administrative.Hours: 15 per/mo. 7)BenHR, Inc.Date Incorporated: 12/2/1999. Start Date of Relationship: 12/2/1999. Not investment related. Description: HR Consulting. Title/Position: Vice President. Duties: Supervisory/Marketing Hours:Less than 10 per/mo. 8)BenE-Chex, Inc.Date Incorporated: 4/17/2000. Start Date of Relationship: 4/17/2000. Not investment related. Description: Payroll Services. Title/Position: Vice President. Duties: Supervisory/Marketing.Hours: Less than 10 per/mo. 9)Benefits Shared Services, Inc.Date Incorporated: 5/26/1995. Start Date of Relationship: 5/26/1995. Not investment related. Description: Insurance. Title/Position: Vice President. Duties: Supervisory. Hours: 15 per/mo. 10)BeneTek, Inc.Date Incorporated: 12/6/1995. Start Date of Relationship: 12/6/1995. Not investment related.Description: IT Services.Title/Position: Vice President Duties: Supervisory.Hours: Less than 5 per/mo. 11)SelectONtime, Inc.Date Incorporated: 4/7/2010.Start Date of Relationship: 4/7/2010.Not investment related.Description: Time & Attendance.Title/Position: Vice President Duties: Marketing.Hours: None. 12)Great Lakes PEO, Inc.Date Incorporated: 8/3/2011.Start Date of Relationship: 8/3/2011.Not investment related.Description: Administration Services.Title/Position: Vice President Duties: Not Active.Hours: None. 13)The Benefit Companies, Inc.Date Incorporated: 3/8/2010.Start Date of Relationship: 3/8/2010.Not investment related.Description: Insurance.Title/Position: Vice President.Duties: Supervisory/Marketing.Hours: 20 per/mo. 14)Affordable Care Act Compliance & Services, Inc.Date Incorporated: 2/21/2013.Start Date of Relationship: 2/21/2013.Not investment related.Description: ACA Compliance.Title/Position: President.Duties: Supervisory/Marketing Hours: 20 per/mo.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 1991-06-13 |
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