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Current Employers
Packerland Brokerage Services, Inc.

432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-01-01
MN RA APPROVED 2021-02-01
MT RA APPROVED 2021-01-05
UT RA APPROVED 2020-04-22
VA RA APPROVED 2020-02-20
  • WI RA
    APPROVED
    Since 2025-01-01
  • MN RA
    APPROVED
    Since 2021-02-01
  • MT RA
    APPROVED
    Since 2021-01-05
  • UT RA
    APPROVED
    Since 2020-04-22
  • VA RA
    APPROVED
    Since 2020-02-20

Branch Locations

227501 Rib Mountain Dr, Wausau, WI 54401 • United States

Minocqua, WI • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Minnesota Life Insurance Company St. Paul MN 06/1992 Present
Wisconsin Benefit Planning Inc Minocqua WI 04/1989 Present
Minocqua Fire Department Minocqua WI 09/1980 Present
Packerland Brokerage Services, Inc Green Bay WI 01/2006 Present
  • 06/1992 → Present
    Minnesota Life Insurance Company
    St. Paul, MN
  • 04/1989 → Present
    Wisconsin Benefit Planning Inc
    Minocqua, WI
  • 09/1980 → Present
    Minocqua Fire Department
    Minocqua, WI
  • 01/2006 → Present
    Green Bay, WI
Previous Registrations
  • 2001-10-15 → 2007-12-31
    Marathon Advisors, Inc
    Minocqua, WI
Other Businesses

WISCONSIN BENEFIT PLANNING, 315 E FRONT ST, MINOCQUA, WI. OWNER/PRESIDENT, INSURANCE SALES, LIFE, HEALTH, DI, LTC, DENTAL, VISION, FIXED & INDEXED ANNUITIES, P&C. INVESTMENT RELATED. 40% TIME DEVOTED, START DATE 5/1/89. APPT. WITH VARIOUS COMPANIES. P&C AND HEALTH INSURANCE IS A FORMAL REFERRAL AGREEMENT WITH ROBERTSON, RYAN AND ASSOC. INDIVIDUAL TAX PREPARATION, SEASONAL, DUTIES: SUPERVISORY ONLY. 1 HOUR A MONTH TIME DEVOTED. NON-INVESTMENT RELATED. MINOCQUA FIRE DEPT-VOLUNTEER FIREMAN 1981-INVOLVED AS NEEDED, NON-INVEST. RELATED. OUI1 RENTALS LLC PO BOX 1089 MINOCQUA, WI 54548 RENTAL PROPERTIES WITH SPOUSE START DATE: 9/14/23 NON-INVESTMENT RELATED HURLEY HIGHLANDS GAS 510 2ND AVE N HURLEY, WI 54534 GAS STATION OWNER NON-INVESTMENT RELATED HURLEY HIGHLANDS RENTALS LLC RENTAL PROPERTIES OWNED WITH SPOUSE PO BOX 1089 MINOCQUA, WI 54548 NON-INVESTMENT RELATED 100 % OWNERSHIP WITH SPOUSE Legal Shield One Pre-Paid Way Ada, Oklahoma 74820 This is a prepaid legal plan, I do not give legal advice and only get paid a referral fee from Legal Shield when client signs up to use Legal Shield's services. No ownership Non-investment related

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-05-31
S63 Uniform Securities Agent State Law Examination 1991-09-19
  • S65 Uniform Investment Adviser Law Examination
    1995-05-31
  • S63 Uniform Securities Agent State Law Examination
    1991-09-19
Other Names
  • Charles L Ouimette

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