Best Investors
Account
Sign in
432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
Branch Locations
227501 Rib Mountain Dr, Wausau, WI 54401 • United States
Minocqua, WI • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 1991-09-19 |
Reach out to this advisor